| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| BANK OF AMERICA CORP /DE/ | 30 | 30 | 0.00% | 0.00% | 0.03% | Q2 2016 | Q3 2023 | 30 |
| UBS Group AG | 9 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 25 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
| Citadel Advisors | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 18 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 18 |
| GOLDMAN SACHS GROUP INC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2023 | 17 |
| WELLS FARGO & COMPANY/MN | 10 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 17 |
| LPL Financial LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
| Alaska Permanent Fund Corp | 12 | 2 | 2.04% | 3.99% | 5.26% | Q1 2020 | Q3 2023 | 14 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | 13 | 13 | 0.02% | 0.05% | 0.09% | Q4 2016 | Q4 2019 | 13 |
| OSAIC HOLDINGS, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 12 |
| Insight Advisors, LLC/ PA | 12 | 12 | 0.23% | 0.27% | 0.34% | Q4 2020 | Q3 2023 | 12 |
| Advisor Group, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 9 |
| Janney Montgomery Scott LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
| Prime Capital Investment Advisors, LLC | 8 | 8 | 0.00% | 0.04% | 0.13% | Q2 2019 | Q1 2021 | 8 |
| JANE STREET GROUP, LLC | 4 | 1 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q1 2019 | 8 |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2019 | 8 |
| Atria Investments, Inc | 7 | 7 | 0.03% | 0.21% | 0.53% | Q1 2018 | Q3 2019 | 7 |
| CORNERCAP INVESTMENT COUNSEL INC | 5 | 1 | 0.11% | 0.12% | 0.13% | Q2 2019 | Q1 2022 | 7 |
| Merit Financial Group, LLC | 6 | 6 | 0.01% | 0.10% | 0.16% | Q2 2022 | Q3 2023 | 6 |
| ROYAL BANK OF CANADA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
| Tower Research Capital LLC (TRC) | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2022 | 6 |
| BKA Wealth Consulting, Inc. | 4 | 1 | 0.34% | 0.37% | 0.41% | Q1 2022 | Q3 2023 | 5 |
| MSI Financial Services Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 4 |
| Virtu KCG Holdings LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q4 2016 | 3 |
| VICTORY CAPITAL MANAGEMENT INC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q4 2019 | 3 |
| MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
| Brookstone Capital Management | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
| Geneos Wealth Management Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 2 |
| FMR LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
| CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
| SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
| CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| Institute for Wealth Management, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
| Paulson Wealth Management Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2019 | Q3 2019 | 1 |
| Lucia Wealth Services, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2020 | Q1 2020 | 1 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 1 | 1 | 5.05% | 5.05% | 5.05% | Q2 2019 | Q2 2019 | 1 |
| Private Advisor Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
| GLENMEDE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| Copperwynd Financial, LLC | 1 | 1 | 1.40% | 1.40% | 1.40% | Q4 2017 | Q4 2017 | 1 |
| MORGAN STANLEY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
| Financial Enhancement Group LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2022 | Q4 2022 | 1 |
| Barber Financial Group, Inc. | 1 | 1 | 3.90% | 3.90% | 3.90% | Q1 2018 | Q1 2018 | 1 |
External links
This page lists all the filers that currently own SPDR SER TR or have owned SPDR SER TR in the past.