SPDR SER TR shareholder history

Current and past SPDR SER TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BANK OF AMERICA CORP /DE/ 23230.00%0.00%0.00%Q1 2018Q3 202323
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
VALLEY NATIONAL ADVISERS INC 1710.00%0.15%0.42%Q1 2019Q3 202318
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
CREATIVE FINANCIAL DESIGNS INC /ADV 13130.09%0.45%0.62%Q3 2020Q3 202313
AdvisorNet Financial, Inc 12120.00%0.00%0.00%Q4 2020Q3 202312
LPL Financial LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
Raymond James Financial Services Advisors, Inc. 12120.00%0.00%0.00%Q4 2020Q3 202312
MORGAN STANLEY 12120.00%0.00%0.00%Q4 2020Q3 202312
UBS Group AG 410.00%0.00%0.00%Q1 2018Q3 202312
Better Money Decisions, LLC 11110.23%0.29%0.40%Q1 2021Q3 202311
3D/L Capital Management, LLC 11110.07%0.09%0.12%Q1 2021Q3 202311
Banque Cantonale Vaudoise 11110.00%0.00%0.01%Q1 2021Q3 202311
3D ASSET MANAGEMENT, INC 10100.07%0.09%0.11%Q2 2018Q3 202010
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 10100.02%0.08%0.18%Q2 2021Q3 202310
MEEDER ASSET MANAGEMENT INC 10100.00%0.01%0.04%Q2 2020Q3 202210
Parallel Advisors, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Accel Wealth Management 990.00%0.00%0.00%Q1 2021Q1 20239
Capital Analysts, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 880.01%0.01%0.02%Q3 2019Q2 20218
Pacific Center for Financial Services 530.00%0.00%0.00%Q3 2021Q3 20238
SFI Advisors, LLC 881.39%1.99%2.21%Q4 2021Q3 20238
Geneos Wealth Management Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
LADENBURG THALMANN FINANCIAL SERVICES INC. 880.00%0.00%0.00%Q1 2018Q4 20198
ROYAL BANK OF CANADA 880.00%0.00%0.00%Q4 2021Q3 20238
BLAIR WILLIAM & CO/IL 880.00%0.01%0.02%Q4 2020Q3 20228
Gladstone Institutional Advisory LLC 880.02%0.03%0.04%Q3 2021Q2 20238
Citadel Advisors 510.00%0.00%0.00%Q2 2021Q3 20237
NewEdge Advisors, LLC 430.00%0.01%0.03%Q2 2021Q3 20237
ENVESTNET ASSET MANAGEMENT INC 610.00%0.00%0.00%Q4 2020Q3 20227
Patriot Financial Group Insurance Agency, LLC 770.00%0.03%0.06%Q4 2020Q2 20227
Leelyn Smith, LLC 770.01%0.01%0.01%Q2 2021Q4 20227
JANE STREET GROUP, LLC 610.00%0.00%0.00%Q1 2018Q4 20197
HighTower Advisors, LLC 770.00%0.00%0.00%Q1 2021Q3 20227
Invesco Ltd. 770.00%0.00%0.00%Q1 2022Q3 20237
Mayflower Financial Advisors, LLC 770.06%0.07%0.08%Q1 2021Q3 20227
Financial Engines Advisors L.L.C. 660.01%0.01%0.01%Q4 2018Q1 20206
Tower Research Capital LLC (TRC) 660.01%0.01%0.02%Q2 2021Q3 20226
COMMONWEALTH EQUITY SERVICES, LLC 660.01%0.01%0.01%Q1 2019Q2 20206
WealthCare Investment Partners, LLC 660.14%0.91%2.43%Q4 2021Q1 20236
SUSQUEHANNA INTERNATIONAL GROUP, LLP 310.00%0.00%0.00%Q2 2020Q4 20225
Spire Wealth Management 550.00%0.00%0.00%Q1 2021Q1 20225
Private Advisor Group, LLC 440.00%0.01%0.01%Q1 2021Q4 20214
HARBOUR INVESTMENTS, INC. 440.01%0.01%0.01%Q1 2021Q4 20214
Realta Investment Advisors 220.00%0.00%0.00%Q3 2022Q3 20234
RFG Advisory, LLC 440.03%0.12%0.23%Q1 2021Q4 20214
Edelman Financial Services, LLC 440.00%0.02%0.02%Q1 2018Q4 20184
Advisory Services Network, LLC 210.00%0.00%0.01%Q2 2021Q1 20234
Coppell Advisory Solutions LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Lake Point Wealth Management 330.00%0.00%0.00%Q4 2018Q2 20193
CARY STREET PARTNERS ASSET MANAGEMENT LLC 330.01%0.01%0.02%Q3 2022Q1 20233
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
Tidal Investments LLC 330.01%0.01%0.02%Q2 2021Q4 20213
Cetera Advisor Networks LLC 210.00%0.00%0.00%Q1 2021Q4 20213
Prospera Financial Services Inc 110.00%0.00%0.00%Q3 2020Q1 20222
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q3 20222
Virtu Financial LLC 110.01%0.09%0.16%Q4 2017Q2 20182
PNC FINANCIAL SERVICES GROUP, INC. 220.00%0.00%0.00%Q1 2018Q2 20182
Bogart Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Lakewood Asset Management LLC 110.03%0.03%0.03%Q4 2022Q4 20221
MCDONALD PARTNERS LLC 110.00%0.00%0.00%Q4 2021Q4 20211
ACG Wealth 110.01%0.01%0.01%Q2 2022Q2 20221
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Wealthcare Advisory Partners LLC 110.00%0.00%0.00%Q1 2021Q1 20211
TCI Wealth Advisors, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
Equitable Holdings, Inc. 110.01%0.01%0.01%Q2 2021Q2 20211
FLAGSHIP HARBOR ADVISORS, LLC 110.08%0.08%0.08%Q1 2021Q1 20211
FMR LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Advisors Preferred, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Orion Portfolio Solutions, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
RMR Wealth Builders 110.04%0.04%0.04%Q1 2021Q1 20211
External links

This page lists all the filers that currently own SPDR SER TR or have owned SPDR SER TR in the past.