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/ 31310.00%0.00%0.01%Q1 2016Q3 202331
ROYAL BANK OF CANADA 31310.00%0.00%0.00%Q1 2016Q3 202331
UBS Group AG 31310.00%0.00%0.00%Q1 2016Q3 202331
AllSquare Wealth Management LLC 28280.00%0.00%0.00%Q4 2016Q3 202328
MORGAN STANLEY 27270.00%0.00%0.00%Q1 2017Q3 202327
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1120.00%0.00%0.00%Q1 2016Q3 202327
Valmark Advisers, Inc. 2610.01%0.01%0.01%Q2 2016Q3 202327
LPL Financial LLC 25250.00%0.00%0.01%Q3 2017Q3 202325
TD Capital Management LLC 2050.00%0.00%0.00%Q1 2017Q3 202325
PNC FINANCIAL SERVICES GROUP, INC. 24240.00%0.00%0.00%Q4 2017Q3 202324
SIMON QUICK ADVISORS, LLC 1730.02%0.05%0.10%Q2 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
Cambridge Investment Research Advisors, Inc. 24240.00%0.00%0.01%Q4 2017Q3 202324
HUNTINGTON NATIONAL BANK 23230.00%0.00%0.00%Q1 2018Q3 202323
First Horizon Advisors, Inc. 23230.01%0.01%0.03%Q1 2018Q3 202323
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 23230.00%0.00%0.00%Q1 2018Q3 202323
JPMORGAN CHASE & CO 22220.00%0.00%0.00%Q2 2018Q3 202322
CITIGROUP INC 11100.00%0.00%0.00%Q1 2017Q3 202321
Tower Research Capital LLC (TRC) 21210.00%0.00%0.01%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
PITTENGER & ANDERSON INC 20200.00%0.01%0.01%Q4 2018Q3 202320
WELLS FARGO & COMPANY/MN 20200.00%0.00%0.00%Q4 2018Q3 202320
Arjuna Capital 1710.00%0.00%0.00%Q2 2018Q4 202218
Ameritas Investment Partners, Inc. 18180.00%0.00%0.01%Q2 2019Q3 202318
Steward Partners Investment Advisory, LLC 18180.00%0.00%0.01%Q2 2019Q3 202318
HighTower Advisors, LLC 1710.00%0.00%0.00%Q3 2018Q2 202318
Ellevest, Inc. 18180.00%0.13%1.46%Q4 2018Q1 202318
Aptus Capital Advisors, LLC 17170.00%0.00%0.00%Q3 2019Q3 202317
ADIRONDACK TRUST CO 17170.01%0.01%0.01%Q3 2019Q3 202317
Compagnie Lombard Odier SCmA 17170.00%0.00%0.00%Q3 2019Q3 202317
Beaumont Financial Partners, LLC 1510.02%0.03%0.03%Q3 2018Q3 202216
IFP Advisors, Inc 810.00%0.00%0.00%Q1 2016Q4 202216
MITCHELL SINKLER & STARR/PA 1410.10%0.31%0.41%Q3 2018Q2 202215
MERCER GLOBAL ADVISORS INC /ADV 1320.00%0.01%0.01%Q4 2019Q3 202315
CERTUITY, LLC 1410.03%0.07%0.12%Q4 2019Q3 202315
ALBION FINANCIAL GROUP /UT 1050.04%0.16%0.24%Q4 2019Q3 202315
BLAIR WILLIAM & CO/IL 15150.00%0.00%0.01%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
Princeton Global Asset Management LLC 15150.01%0.01%0.02%Q1 2020Q3 202315
LADENBURG THALMANN FINANCIAL SERVICES INC. 15150.00%0.00%0.00%Q2 2016Q4 201915
FRANKLIN RESOURCES INC 14140.00%0.00%0.00%Q2 2020Q3 202314
Cetera Advisor Networks LLC 1110.00%0.04%0.07%Q3 2018Q3 202314
CULLEN/FROST BANKERS, INC. 14140.00%0.00%0.00%Q1 2019Q2 202214
Geneos Wealth Management Inc. 14140.00%0.00%0.00%Q2 2020Q3 202314
Hanson & Doremus Investment Management 14140.00%0.00%0.00%Q1 2018Q2 202114
AMERIPRISE FINANCIAL INC 14140.00%0.00%0.00%Q2 2020Q3 202314
JOHNSON INVESTMENT COUNSEL INC 13130.00%0.00%0.00%Q3 2020Q3 202313
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 1210.24%0.48%0.65%Q1 2016Q3 201913
Citadel Advisors 410.00%0.00%0.00%Q4 2018Q3 202313
Raymond James Financial Services Advisors, Inc. 620.00%0.00%0.00%Q3 2018Q3 202313
First Allied Advisory Services, Inc. 13130.01%0.03%0.04%Q3 2017Q3 202013
Brinker Capital Investments, LLC 12120.27%0.45%0.66%Q2 2017Q1 202012
Cetera Investment Advisers 12120.02%0.04%0.06%Q4 2020Q3 202312
Betterment LLC 12120.00%0.01%0.01%Q4 2020Q3 202312
ENVESTNET ASSET MANAGEMENT INC 12120.00%0.00%0.00%Q4 2020Q3 202312
NEXT Financial Group, Inc 660.00%0.01%0.03%Q3 2018Q4 202112
Laurel Wealth Planning LLC 12120.36%0.87%1.54%Q4 2020Q3 202312
Private Capital Group, LLC 750.00%0.00%0.01%Q4 2017Q3 202112
Advisor Group, Inc. 11110.00%0.00%0.00%Q2 2017Q4 201911
GOLDMAN SACHS GROUP INC 710.00%0.00%0.00%Q3 2019Q3 202311
FMR LLC 650.00%0.00%0.00%Q1 2019Q3 202311
Kestra Advisory Services, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
Capital Asset Advisory Services LLC 10100.00%0.00%0.00%Q2 2020Q3 202210
Merriman Wealth Management, LLC 10100.05%0.07%0.08%Q1 2018Q2 202010
Smithfield Trust Co 10100.00%0.00%0.00%Q2 2021Q3 202310
Gradient Investments LLC 550.00%0.02%0.05%Q4 2018Q3 202310
BDO Wealth Advisors, LLC 10100.00%0.01%0.02%Q1 2021Q2 202310
Stearns Financial Services Group 990.04%0.08%0.13%Q3 2018Q3 20209
JANE STREET GROUP, LLC 410.00%0.00%0.01%Q1 2016Q1 20209
ENTERPRISE FINANCIAL SERVICES CORP 990.02%0.02%0.03%Q1 2019Q1 20219
Financial Enhancement Group LLC 990.01%0.01%0.02%Q1 2018Q1 20209
BANK OF MONTREAL /CAN/ 720.00%0.00%0.00%Q2 2021Q3 20239
EQUITABLE TRUST CO 610.02%0.04%0.06%Q1 2020Q4 20229
Bell Rock Capital LLC 990.00%0.01%0.01%Q4 2017Q4 20199
Global Retirement Partners, LLC 720.00%0.00%0.00%Q2 2021Q3 20239
Mine & Arao Wealth Creation & Management, LLC. 880.00%0.00%0.00%Q4 2019Q3 20218
Bell Investment Advisors, Inc 620.10%0.13%0.15%Q3 2021Q3 20238
JANICZEK WEALTH MANAGEMENT, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Rockefeller Capital Management L.P. 620.00%0.00%0.00%Q1 2020Q4 20228
Fingerlakes Wealth Management, Inc. 880.52%0.58%0.69%Q4 2021Q3 20238
Rock Creek Group, LP 711.72%2.76%3.92%Q1 2021Q3 20238
South Shore Capital Advisors 880.25%0.43%0.52%Q4 2020Q3 20228
Mendel Capital Management LLC 880.28%0.35%0.46%Q4 2021Q3 20238
Lindbrook Capital, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
MONEY CONCEPTS CAPITAL CORP 620.01%0.02%0.04%Q4 2020Q1 20238
Creative Planning 610.00%0.00%0.00%Q1 2016Q3 20238
BlackRock Inc. 440.00%0.00%0.00%Q1 2018Q4 20228
Congress Wealth Management LLC / DE / 880.01%0.01%0.01%Q4 2021Q3 20238
KilterHowling LLC 430.21%0.25%0.30%Q4 2021Q3 20237
Janney Montgomery Scott LLC 520.00%0.00%0.00%Q2 2020Q1 20227
Wealthfront Advisers LLC 770.00%0.00%0.00%Q1 2022Q3 20237
WCG Wealth Advisors LLC 660.01%0.17%0.23%Q2 2022Q3 20237
BRYN MAWR TRUST Co 610.01%0.02%0.03%Q4 2021Q3 20237
RETIREMENT CAPITAL STRATEGIES 770.13%0.45%0.54%Q2 2018Q4 20197
WRAPMANAGER INC 660.09%0.09%0.09%Q1 2021Q2 20226
STIFEL FINANCIAL CORP 660.00%0.00%0.00%Q4 2020Q1 20226
Bartlett & Co. LLC 330.00%0.00%0.00%Q2 2018Q4 20236
GUARDIAN WEALTH ADVISORS, LLC / NC 660.00%0.00%0.00%Q2 2022Q3 20236
Live Your Vision, LLC 660.00%0.00%0.00%Q4 2017Q1 20196
Private Ocean, LLC 310.00%0.00%0.00%Q1 2021Q1 20236
Valeo Financial Advisors, LLC 660.00%0.00%0.00%Q4 2019Q1 20216
Mascoma Wealth Management LLC 660.00%0.00%0.00%Q4 2021Q1 20236
Money Design Co.,Ltd. 660.00%0.57%0.80%Q3 2021Q4 20226
Hexagon Capital Partners LLC 660.00%0.00%0.00%Q2 2021Q3 20226
Veritable, L.P. 660.00%0.00%0.00%Q1 2022Q2 20236
Personal Wealth Partners 660.19%0.21%0.23%Q4 2018Q1 20206
PRIVATE TRUST CO NA 660.01%0.01%0.01%Q2 2022Q3 20236
American Portfolios Advisors 660.00%0.00%0.00%Q2 2021Q3 20226
Rikoon Group, LLC 660.08%0.09%0.09%Q3 2018Q4 20196
CREATIVE FINANCIAL DESIGNS INC /ADV 550.00%0.00%0.00%Q2 2021Q2 20225
FLAGSHIP HARBOR ADVISORS, LLC 550.01%0.01%0.01%Q4 2018Q4 20195
Elmwood Wealth Management, Inc. 210.00%0.00%0.00%Q2 2020Q4 20215
Syverson Strege & Co 550.00%0.00%0.01%Q1 2022Q1 20235
CENTAURUS FINANCIAL, INC. 410.01%0.02%0.03%Q4 2020Q3 20235
HARVEST GROUP WEALTH MANAGEMENT, LLC 550.40%0.42%0.45%Q1 2022Q1 20235
WealthTrust Fairport, LLC 550.01%0.01%0.01%Q1 2018Q1 20195
Patriot Financial Group Insurance Agency, LLC 550.00%0.00%0.00%Q4 2020Q4 20215
TRUE Private Wealth Advisors 550.00%0.01%0.01%Q4 2019Q4 20205
Dragon Financial & Investment Group, LLC 440.41%0.71%0.91%Q4 2017Q3 20184
Grove Bank & Trust 440.03%0.03%0.03%Q4 2022Q3 20234
Better Money Decisions, LLC 310.01%0.03%0.04%Q1 2021Q2 20224
US FINANCIAL ADVISORS, LLC 440.16%0.16%0.17%Q4 2022Q3 20234
Community Financial Services Group, LLC 310.14%0.22%0.36%Q2 2021Q3 20234
ATTICUS WEALTH MANAGEMENT, LLC 440.03%0.03%0.03%Q4 2022Q3 20234
HOWE & RUSLING INC 440.01%0.01%0.02%Q4 2022Q3 20234
Baker Avenue Asset Management, LP 440.01%0.01%0.01%Q4 2022Q3 20234
Livingston Group Asset Management CO (operating as Southport Capital Management) 440.07%0.08%0.11%Q4 2020Q3 20214
Beaumont Financial Advisors, LLC 440.02%0.03%0.03%Q4 2022Q3 20234
Spire Wealth Management 440.00%0.00%0.00%Q1 2021Q4 20214
Aprio Wealth Management, LLC 440.07%0.08%0.08%Q4 2022Q3 20234
BOSTON FINANCIAL MANGEMENT LLC 440.01%0.01%0.02%Q4 2022Q3 20234
FIDUCIARY TRUST INTERNATIONAL LLC 310.29%0.38%0.46%Q3 2018Q4 20194
SEI INVESTMENTS CO 440.00%0.00%0.00%Q4 2022Q3 20234
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 310.00%0.02%0.04%Q3 2021Q3 20234
Cetera Advisors LLC 110.00%0.01%0.02%Q1 2019Q2 20213
MONTAG A & ASSOCIATES INC 330.00%0.00%0.00%Q1 2021Q3 20213
Wealthsimple US, Ltd. 330.32%1.80%4.64%Q4 2019Q2 20203
Procyon Advisors, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Farther Finance Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Qube Research & Technologies Ltd 330.00%0.00%0.00%Q1 2021Q3 20213
MARINER INDEPENDENT ADVISOR NETWORK, LLC 330.04%0.04%0.04%Q1 2022Q3 20223
Sowell Financial Services LLC 210.00%0.01%0.03%Q4 2020Q1 20233
Rockbridge Investment Management, LCC 330.00%0.00%0.00%Q2 2021Q4 20213
MCIA Inc 220.08%0.08%0.08%Q2 2023Q3 20232
VERUS CAPITAL PARTNERS, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
TCI Wealth Advisors, Inc. 220.00%0.00%0.00%Q4 2022Q1 20232
Secure Asset Management, LLC 220.09%0.10%0.10%Q3 2021Q4 20212
FURE FINANCIAL CORP 220.00%0.00%0.00%Q3 2020Q4 20202
Barber Financial Group, Inc. 223.04%3.31%3.58%Q3 2019Q4 20192
Future Financial Wealth Managment LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Orion Portfolio Solutions, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Patten Group, Inc. 220.01%0.01%0.02%Q3 2018Q4 20182
Baystate Wealth Management LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Allianz Asset Management GmbH 220.00%0.00%0.00%Q4 2021Q1 20222
Allworth Financial LP 110.00%0.00%0.00%Q1 2023Q3 20232
SENTINEL PENSION ADVISORS INC 220.05%0.05%0.05%Q2 2023Q3 20232
Pinnacle Advisory Group, Inc. 220.03%0.03%0.03%Q4 2020Q1 20212
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q3 2019Q1 20202
Stonebridge Capital Advisors LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Belpointe Asset Management LLC 220.00%0.00%0.01%Q4 2022Q1 20232
Stratos Wealth Partners, LTD. 110.00%0.00%0.00%Q1 2018Q3 20182
Cardan Capital Partners, LLC 220.04%0.04%0.04%Q2 2021Q3 20212
CALDWELL SUTTER CAPITAL, INC. 220.00%0.00%0.00%Q2 2023Q3 20232
White Lighthouse Investment Management Inc. 220.05%0.05%0.05%Q4 2021Q1 20222
Avantax Planning Partners, Inc. 220.02%0.02%0.02%Q4 2017Q1 20182
ICA Group Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q2 20232
BARCLAYS PLC 220.00%0.00%0.00%Q1 2021Q2 20212
Commonwealth Equity Services, Inc 220.00%0.00%0.00%Q2 2017Q3 20172
Stegent Equity Advisors, Inc. 220.27%0.27%0.27%Q4 2021Q1 20222
Parallel Advisors, LLC 110.02%0.02%0.02%Q1 2017Q1 20171
QUEST CAPITAL MANAGEMENT INC /ADV 110.08%0.08%0.08%Q4 2021Q4 20211
Marquette Asset Management, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
NEXT Financial Holdings 110.01%0.01%0.01%Q1 2019Q1 20191
Bristlecone Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.11%0.11%0.11%Q1 2023Q1 20231
Dakota Wealth Management 110.05%0.05%0.05%Q3 2019Q3 20191
PATHSTONE FAMILY OFFICE, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
McAdam, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
NewEdge Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
SIGNATUREFD, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Meridian Wealth Management, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
WHITTIER TRUST CO 110.00%0.00%0.00%Q3 2023Q3 20231
CAPTRUST FINANCIAL ADVISORS 110.00%0.00%0.00%Q1 2021Q1 20211
Forefront Analytics, LLC 111.69%1.69%1.69%Q3 2021Q3 20211
Clean Yield Group 110.00%0.00%0.00%Q2 2023Q2 20231
Column Capital Advisors, LLC 110.03%0.03%0.03%Q2 2020Q2 20201
EWG Elevate Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
US BANCORP \DE\ 110.00%0.00%0.00%Q1 2020Q1 20201
Ameritas Investment Company, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
DCM Advisors, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Diversified, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Prime Capital Investment Advisors, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Winthrop Partners - WNY, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
Amplius Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
Annapolis Financial Services, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
TWO SIGMA SECURITIES, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
PFG Investments, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
Private Advisor Group, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
SHEETS SMITH WEALTH MANAGEMENT 110.00%0.00%0.00%Q3 2023Q3 20231
Black Swift Group, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
RAYMOND JAMES & ASSOCIATES 110.00%0.00%0.00%Q3 2023Q3 20231
Nalls Sherbakoff Group, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Wealthcare Advisory Partners LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Silicon Hills Wealth Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
FLOW TRADERS U.S. LLC 110.02%0.02%0.02%Q3 2021Q3 20211
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Bison Wealth, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
DB Wealth Management Group, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
ARMSTRONG ADVISORY GROUP, INC 110.00%0.00%0.00%Q4 2022Q4 20221
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.01%0.01%0.01%Q3 2018Q3 20181
External links

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