Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MORGAN STANLEY | 28 | 10 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 38 |
BANK OF AMERICA CORP /DE/ | 38 | 38 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 38 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 30 |
US BANCORP \DE\ | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
UBS Group AG | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 25 |
Psagot Value Holdings Ltd. | 23 | 23 | 0.00% | 0.01% | 0.06% | Q3 2014 | Q1 2020 | 23 |
Cardan Capital Partners, LLC | 16 | 5 | 0.44% | 1.15% | 1.55% | Q4 2015 | Q1 2021 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
IFP Advisors, Inc | 8 | 1 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q3 2023 | 20 |
Raymond James Financial Services Advisors, Inc. | 20 | 20 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
WELLS FARGO & COMPANY/MN | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Citadel Advisors | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2023 | 18 |
AdvisorNet Financial, Inc | 13 | 3 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 16 |
ROYAL BANK OF CANADA | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
LPL Financial LLC | 14 | 1 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 15 |
Western Wealth Management, LLC | 8 | 6 | 0.15% | 0.26% | 0.39% | Q1 2020 | Q3 2023 | 14 |
Baltimore-Washington Financial Advisors, Inc. | 13 | 13 | 0.04% | 0.22% | 0.53% | Q3 2020 | Q3 2023 | 13 |
Mezzasalma Advisors, LLC | 12 | 12 | 0.13% | 0.15% | 0.18% | Q4 2020 | Q3 2023 | 12 |
Southland Equity Partners LLC | 12 | 12 | 0.16% | 0.22% | 0.34% | Q4 2020 | Q3 2023 | 12 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2020 | 11 |
Parallel Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2022 | 11 |
Tower Research Capital LLC (TRC) | 4 | 1 | 0.00% | 0.01% | 0.06% | Q3 2013 | Q3 2022 | 11 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
GOLDMAN SACHS GROUP INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.06% | 0.47% | Q2 2021 | Q3 2023 | 9 |
JFS WEALTH ADVISORS, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Spire Wealth Management | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
FLAGSHIP HARBOR ADVISORS, LLC | 5 | 1 | 0.01% | 0.02% | 0.06% | Q3 2019 | Q4 2022 | 9 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2019 | 8 |
Sound View Wealth Advisors Group, LLC | 8 | 8 | 0.20% | 0.27% | 0.35% | Q2 2019 | Q1 2021 | 8 |
Creative Planning | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2017 | 8 |
Geneos Wealth Management Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 8 |
Advisor Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
Steward Partners Investment Advisory, LLC | 7 | 7 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
CENTAURUS FINANCIAL, INC. | 4 | 1 | 0.01% | 0.03% | 0.04% | Q3 2018 | Q4 2020 | 7 |
BlackRock Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2018 | 7 |
Stratos Wealth Partners, LTD. | 5 | 2 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q1 2022 | 7 |
IHT Wealth Management, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 6 |
Virtu KCG Holdings LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q2 2017 | 6 |
Cutler Group LLC / CA | 3 | 3 | 0.00% | 0.09% | 0.42% | Q1 2023 | Q3 2023 | 6 |
Belvedere Trading LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 5 |
Professional Financial Advisors, LLC | 4 | 1 | 0.26% | 2.14% | 3.07% | Q4 2019 | Q3 2023 | 5 |
FLOW TRADERS U.S. LLC | 5 | 5 | 0.01% | 0.06% | 0.17% | Q2 2021 | Q2 2022 | 5 |
Integrated Wealth Concepts LLC | 5 | 5 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q4 2021 | 5 |
CWM, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BARCLAYS PLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
SG Americas Securities, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q4 2018 | 4 |
Weaver Consulting Group | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
RFG Advisory, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
UBS AG | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
Good Life Advisors, LLC | 3 | 3 | 0.08% | 0.10% | 0.11% | Q2 2022 | Q4 2022 | 3 |
Prentice Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Realta Investment Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
PSI Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Cambridge Investment Research Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Virtu Financial LLC | 3 | 3 | 0.02% | 0.13% | 0.25% | Q4 2017 | Q2 2018 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Private Advisor Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2022 | 3 |
Windsor Wealth Management, Inc. | 3 | 3 | 0.08% | 0.09% | 0.10% | Q3 2019 | Q1 2020 | 3 |
IAG Wealth Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q4 2022 | 3 |
VitalStone Financial, LLC | 2 | 1 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 3 |
STIFEL FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2022 | Q3 2023 | 2 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MAGNOLIA CAPITAL ADVISORS LLC | 2 | 2 | 1.47% | 1.49% | 1.51% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.02% | 0.04% | 0.07% | Q3 2020 | Q4 2020 | 2 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 2 | 2 | 1.17% | 1.32% | 1.47% | Q1 2023 | Q2 2023 | 2 |
MSI Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Armbruster Capital Management, Inc. | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2015 | Q4 2015 | 1 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MARINO, STRAM & ASSOCIATES LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Advisory Services Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Belpointe Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AMERICAN INTERNATIONAL GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
DCM Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Kovack Advisors, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2018 | Q3 2018 | 1 |
Prosperity Wealth Management, Inc. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
CABANA LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
External links
This page lists all the filers that currently own SPDR SER TR or have owned SPDR SER TR in the past.