Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
WELLS FARGO & COMPANY/MN | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
HighTower Advisors, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
IFP Advisors, Inc | 14 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2022 | 18 |
UBS Group AG | 15 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 18 |
MORGAN STANLEY | 12 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
FRANKLIN RESOURCES INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
OPTIMUM INVESTMENT ADVISORS | 12 | 12 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
ENVESTNET ASSET MANAGEMENT INC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 12 |
LPL Financial LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
3D/L Capital Management, LLC | 11 | 11 | 0.07% | 0.09% | 0.12% | Q1 2021 | Q3 2023 | 11 |
ROYAL BANK OF CANADA | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 11 |
MEEDER ASSET MANAGEMENT INC | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2022 | 10 |
3D ASSET MANAGEMENT, INC | 10 | 10 | 0.07% | 0.09% | 0.12% | Q2 2018 | Q3 2020 | 10 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 9 | 9 | 0.01% | 0.14% | 0.26% | Q2 2019 | Q2 2021 | 9 |
Raymond James Financial Services Advisors, Inc. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 9 |
Fort Point Capital Partners LLC | 9 | 9 | 0.06% | 0.06% | 0.07% | Q3 2021 | Q3 2023 | 9 |
BARCLAYS PLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
WealthBridge Capital Management, LLC | 7 | 7 | 0.09% | 0.20% | 0.26% | Q1 2022 | Q3 2023 | 7 |
Patriot Financial Group Insurance Agency, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Lido Advisors, LLC | 7 | 7 | 0.00% | 0.04% | 0.09% | Q1 2020 | Q3 2021 | 7 |
COMMONWEALTH EQUITY SERVICES, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2020 | 6 |
Spire Wealth Management | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
Citadel Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 6 |
Financial Engines Advisors L.L.C. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2020 | 6 |
JANE STREET GROUP, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2020 | 5 |
Tower Research Capital LLC (TRC) | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2022 | 5 |
WEALTH MANAGEMENT RESOURCES, INC. | 4 | 4 | 0.11% | 0.17% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Edelman Financial Services, LLC | 4 | 4 | 0.00% | 0.02% | 0.02% | Q1 2018 | Q4 2018 | 4 |
Lake Point Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Cambridge Investment Research Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2022 | 3 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
Financial Advocates Investment Management | 3 | 3 | 0.15% | 0.16% | 0.16% | Q3 2022 | Q1 2023 | 3 |
Bell Rock Capital LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2018 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
Virtu Financial LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q2 2018 | 2 |
WealthCare Investment Partners, LLC | 2 | 2 | 0.19% | 0.20% | 0.21% | Q1 2022 | Q2 2022 | 2 |
American Portfolios Advisors | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Cetera Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
PNC FINANCIAL SERVICES GROUP, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
CREDIT SUISSE AG/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
TOTH FINANCIAL ADVISORY CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Brinker Capital Investments, LLC | 2 | 2 | 0.02% | 0.04% | 0.05% | Q2 2020 | Q3 2020 | 2 |
Advisory Services Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
NIEMANN CAPITAL MANAGEMENT INC | 1 | 1 | 1.68% | 1.68% | 1.68% | Q4 2019 | Q4 2019 | 1 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Cherry Tree Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Trek Financial, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q2 2023 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
WEBSTER BANK, N. A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own SPDR SER TR or have owned SPDR SER TR in the past.