SPDR SER TR shareholder history

Current and past SPDR SER TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
MORGAN STANLEY 28100.00%0.00%0.00%Q4 2013Q3 202338
BANK OF AMERICA CORP /DE/ 38380.00%0.00%0.00%Q2 2014Q3 202338
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1010.00%0.00%0.00%Q2 2013Q3 202330
US BANCORP \DE\ 30300.00%0.00%0.00%Q2 2016Q3 202330
UBS Group AG 810.00%0.00%0.00%Q1 2015Q3 202325
Psagot Value Holdings Ltd. 23230.00%0.01%0.06%Q3 2014Q1 202023
Cardan Capital Partners, LLC 1650.44%1.15%1.55%Q4 2015Q1 202121
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
IFP Advisors, Inc 810.00%0.01%0.04%Q1 2016Q3 202320
Raymond James Financial Services Advisors, Inc. 20200.00%0.00%0.02%Q4 2018Q3 202320
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
WELLS FARGO & COMPANY/MN 19190.00%0.00%0.00%Q1 2019Q3 202319
Citadel Advisors 1010.00%0.00%0.00%Q1 2016Q2 202318
AdvisorNet Financial, Inc 1330.00%0.00%0.01%Q3 2019Q3 202316
ROYAL BANK OF CANADA 1110.00%0.00%0.00%Q2 2015Q3 202316
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
LPL Financial LLC 1410.00%0.02%0.03%Q3 2018Q3 202315
Western Wealth Management, LLC 860.15%0.26%0.39%Q1 2020Q3 202314
Baltimore-Washington Financial Advisors, Inc. 13130.04%0.22%0.53%Q3 2020Q3 202313
Mezzasalma Advisors, LLC 12120.13%0.15%0.18%Q4 2020Q3 202312
Southland Equity Partners LLC 12120.16%0.22%0.34%Q4 2020Q3 202312
JANE STREET GROUP, LLC 610.00%0.00%0.01%Q3 2015Q1 202011
Parallel Advisors, LLC 11110.00%0.00%0.00%Q3 2019Q1 202211
Tower Research Capital LLC (TRC) 410.00%0.01%0.06%Q3 2013Q3 202211
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.01%Q1 2021Q3 202310
GOLDMAN SACHS GROUP INC 10100.00%0.00%0.00%Q2 2021Q3 202310
Castleview Partners, LLC 810.00%0.06%0.47%Q2 2021Q3 20239
JFS WEALTH ADVISORS, LLC 990.00%0.00%0.01%Q3 2021Q3 20239
Spire Wealth Management 630.00%0.00%0.00%Q1 2021Q3 20239
FLAGSHIP HARBOR ADVISORS, LLC 510.01%0.02%0.06%Q3 2019Q4 20229
LADENBURG THALMANN FINANCIAL SERVICES INC. 620.00%0.00%0.00%Q1 2016Q4 20198
Sound View Wealth Advisors Group, LLC 880.20%0.27%0.35%Q2 2019Q1 20218
Creative Planning 880.00%0.00%0.00%Q3 2015Q2 20178
Geneos Wealth Management Inc. 880.00%0.00%0.00%Q3 2020Q2 20228
Advisor Group, Inc. 770.00%0.00%0.00%Q2 2018Q4 20197
Sowell Financial Services LLC 770.00%0.00%0.00%Q3 2019Q1 20217
Steward Partners Investment Advisory, LLC 770.00%0.02%0.04%Q1 2022Q3 20237
CENTAURUS FINANCIAL, INC. 410.01%0.03%0.04%Q3 2018Q4 20207
BlackRock Inc. 770.00%0.00%0.00%Q2 2017Q4 20187
Stratos Wealth Partners, LTD. 520.02%0.02%0.03%Q2 2019Q1 20227
IHT Wealth Management, LLC 660.02%0.02%0.02%Q4 2020Q1 20226
Virtu KCG Holdings LLC 660.01%0.02%0.03%Q1 2016Q2 20176
Cutler Group LLC / CA 330.00%0.09%0.42%Q1 2023Q3 20236
Belvedere Trading LLC 220.00%0.00%0.01%Q2 2023Q3 20235
Professional Financial Advisors, LLC 410.26%2.14%3.07%Q4 2019Q3 20235
FLOW TRADERS U.S. LLC 550.01%0.06%0.17%Q2 2021Q2 20225
Integrated Wealth Concepts LLC 550.01%0.02%0.05%Q4 2020Q4 20215
CWM, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
BARCLAYS PLC 440.01%0.01%0.01%Q2 2013Q1 20144
SG Americas Securities, LLC 210.00%0.01%0.01%Q1 2017Q4 20184
Weaver Consulting Group 440.01%0.01%0.01%Q4 2019Q3 20204
RFG Advisory, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
UBS AG 440.00%0.00%0.00%Q4 2013Q3 20144
Good Life Advisors, LLC 330.08%0.10%0.11%Q2 2022Q4 20223
Prentice Wealth Management LLC 330.00%0.00%0.01%Q1 2021Q3 20213
Realta Investment Advisors 330.00%0.00%0.00%Q1 2019Q3 20193
PSI Advisors, LLC 330.01%0.01%0.01%Q3 2021Q1 20223
Cambridge Investment Research Advisors, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Virtu Financial LLC 330.02%0.13%0.25%Q4 2017Q2 20183
Householder Group Estate & Retirement Specialist, LLC 110.02%0.02%0.02%Q3 2022Q3 20233
Flagship Private Wealth, LLC 330.01%0.01%0.01%Q4 2020Q2 20213
Private Advisor Group, LLC 330.02%0.02%0.03%Q1 2022Q3 20223
Windsor Wealth Management, Inc. 330.08%0.09%0.10%Q3 2019Q1 20203
IAG Wealth Partners, LLC 330.01%0.01%0.02%Q2 2022Q4 20223
VitalStone Financial, LLC 210.08%0.08%0.09%Q4 2022Q3 20233
STIFEL FINANCIAL CORP 220.00%0.00%0.00%Q2 2019Q3 20192
SILVER OAK SECURITIES, INCORPORATED 110.11%0.11%0.11%Q3 2022Q3 20232
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
MAGNOLIA CAPITAL ADVISORS LLC 221.47%1.49%1.51%Q2 2023Q3 20232
ORG Partners LLC 220.00%0.00%0.00%Q2 2023Q3 20232
WealthShield Partners, LLC 220.02%0.04%0.07%Q3 2020Q4 20202
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 221.17%1.32%1.47%Q1 2023Q2 20232
MSI Financial Services Inc 110.00%0.00%0.00%Q4 2015Q4 20151
Armbruster Capital Management, Inc. 110.60%0.60%0.60%Q4 2015Q4 20151
BANK OF MONTREAL /CAN/ 110.00%0.00%0.00%Q3 2023Q3 20231
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q1 2023Q1 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
NewEdge Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
MARINO, STRAM & ASSOCIATES LLC 110.04%0.04%0.04%Q1 2019Q1 20191
Raab & Moskowitz Asset Management LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Advisory Services Network, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
TRUSTCORE FINANCIAL SERVICES, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Belpointe Asset Management LLC 110.01%0.01%0.01%Q3 2020Q3 20201
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
AMERICAN INTERNATIONAL GROUP, INC. 110.00%0.00%0.00%Q3 2015Q3 20151
DCM Advisors, LLC 110.10%0.10%0.10%Q4 2020Q4 20201
FMR LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q2 2023Q2 20231
Kovack Advisors, Inc. 110.17%0.17%0.17%Q3 2018Q3 20181
Prosperity Wealth Management, Inc. 110.34%0.34%0.34%Q3 2023Q3 20231
CABANA LLC 110.00%0.00%0.00%Q2 2020Q2 20201
External links

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