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/ 28280.00%0.00%0.00%Q4 2016Q3 202328
PNC FINANCIAL SERVICES GROUP, INC. 25250.00%0.00%0.00%Q3 2017Q3 202325
UNITED CAPITAL FINANCIAL ADVISORS, LLC 1710.00%0.01%0.01%Q1 2016Q4 202222
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.03%0.09%Q3 2018Q3 202321
ENVESTNET ASSET MANAGEMENT INC 1830.00%0.00%0.01%Q1 2016Q3 202321
Baird Financial Group, Inc. 19190.00%0.00%0.00%Q1 2019Q3 202319
DFPG INVESTMENTS, LLC 19190.02%0.20%0.68%Q4 2018Q2 202319
JANE STREET GROUP, LLC 710.00%0.00%0.01%Q2 2016Q3 202318
WELLS FARGO & COMPANY/MN 1440.00%0.00%0.00%Q1 2019Q3 202318
LPL Financial LLC 18180.00%0.02%0.04%Q2 2019Q3 202318
Geneos Wealth Management Inc. 16160.00%0.00%0.00%Q4 2019Q3 202316
COMMONWEALTH EQUITY SERVICES, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
RDA Financial Network 15150.79%1.06%1.46%Q1 2019Q3 202215
Arkadios Wealth Advisors 15150.00%0.28%0.55%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
UBS Group AG 410.00%0.00%0.00%Q4 2016Q3 202315
Alaska Permanent Fund Corp 1224.72%7.42%10.36%Q1 2020Q3 202314
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 12120.00%0.01%0.02%Q4 2020Q3 202312
Cetera Advisor Networks LLC 1110.00%0.01%0.01%Q2 2020Q3 202312
Rodgers & Associates, LTD 12120.04%0.05%0.05%Q4 2020Q3 202312
Systelligence, LLC 1111.07%3.32%8.34%Q4 2019Q3 202312
IVC Wealth Advisors LLC 12120.17%0.19%0.22%Q4 2020Q3 202312
Larson Financial Group LLC 12120.01%0.05%0.13%Q4 2020Q3 202312
Wambolt & Associates, LLC 1110.08%0.11%0.18%Q4 2019Q2 202312
SUSQUEHANNA INTERNATIONAL GROUP, LLP 750.00%0.00%0.00%Q1 2020Q3 202312
XML Financial, LLC 12120.03%0.37%0.53%Q4 2020Q3 202312
LifePlan Financial Group, Inc 11110.01%0.02%0.02%Q1 2018Q3 202011
Insight Advisors, LLC/ PA 11110.07%0.13%0.18%Q1 2021Q3 202311
MORGAN STANLEY 610.00%0.00%0.00%Q3 2016Q3 202311
IHT Wealth Management, LLC 11110.22%0.46%2.09%Q1 2021Q3 202311
Citadel Advisors 310.00%0.00%0.00%Q4 2018Q3 202311
Tower Research Capital LLC (TRC) 1010.00%0.01%0.02%Q3 2018Q3 202311
MML INVESTORS SERVICES, LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
Kingsview Wealth Management, LLC 610.01%0.02%0.07%Q2 2020Q3 202310
Accel Wealth Management 10100.01%0.02%0.02%Q4 2020Q1 202310
Western Wealth Management, LLC 820.02%0.03%0.03%Q1 2021Q3 202310
US BANCORP \DE\ 910.00%0.00%0.00%Q1 2021Q3 202310
Dynamic Advisor Solutions LLC 10100.02%0.02%0.03%Q2 2021Q3 202310
Private Advisor Group, LLC 810.00%0.02%0.04%Q2 2020Q3 20239
Belpointe Asset Management LLC 990.03%0.04%0.06%Q3 2021Q3 20239
Atlas Private Wealth Advisors 990.09%0.89%4.26%Q3 2021Q3 20239
Lee Financial Co 990.00%0.00%0.01%Q2 2021Q2 20239
HARBOUR INVESTMENTS, INC. 420.00%0.00%0.01%Q1 2021Q3 20239
AMERIPRISE FINANCIAL INC 710.00%0.01%0.02%Q2 2021Q3 20238
Collaborative Wealth Managment Inc. 610.37%0.75%1.18%Q1 2021Q3 20238
LEAVELL INVESTMENT MANAGEMENT, INC. 880.03%0.07%0.10%Q4 2021Q3 20238
Main Street Financial Solutions, LLC 530.03%0.03%0.04%Q1 2021Q3 20238
Horizon Wealth Management, LLC 880.23%2.89%7.28%Q4 2021Q3 20238
Equitable Holdings, Inc. 880.00%0.03%0.05%Q4 2021Q3 20238
ROYAL BANK OF CANADA 710.00%0.00%0.00%Q1 2020Q3 20238
Aspire Wealth Management Corp 880.88%3.30%4.13%Q4 2021Q3 20238
Capital Asset Advisory Services LLC 770.05%0.05%0.06%Q1 2022Q3 20237
Cambridge Investment Research Advisors, Inc. 770.00%0.01%0.01%Q1 2022Q3 20237
Sigma Planning Corp 770.01%0.02%0.03%Q4 2021Q2 20237
RFG Advisory, LLC 770.02%0.20%0.31%Q1 2022Q3 20237
Global Retirement Partners, LLC 770.04%0.06%0.10%Q1 2022Q3 20237
Mariner, LLC 770.01%0.02%0.02%Q1 2022Q3 20237
Patriot Financial Group Insurance Agency, LLC 770.00%0.02%0.04%Q4 2018Q2 20207
Creative Planning 770.00%0.02%0.03%Q1 2022Q3 20237
Raymond James Financial Services Advisors, Inc. 770.02%0.03%0.04%Q1 2022Q3 20237
Kestra Advisory Services, LLC 770.01%0.02%0.02%Q1 2022Q3 20237
Bogart Wealth, LLC 660.00%0.00%0.01%Q2 2022Q3 20236
ANGELES WEALTH MANAGEMENT, LLC 660.03%0.04%0.04%Q2 2022Q3 20236
FMR LLC 310.00%0.00%0.00%Q4 2018Q3 20236
Newbridge Financial Services Group, Inc. 660.01%0.02%0.04%Q2 2022Q3 20236
CENTAURUS FINANCIAL, INC. 660.05%0.06%0.07%Q2 2022Q3 20236
Crumly & Associates Inc. 661.48%1.80%2.26%Q2 2022Q3 20236
Financial Partners Group, Inc 550.05%0.07%0.08%Q3 2022Q3 20235
WEALTH MANAGEMENT RESOURCES, INC. 550.18%0.20%0.23%Q1 2022Q1 20235
CAPTRUST FINANCIAL ADVISORS 550.00%0.00%0.00%Q2 2021Q2 20225
LADENBURG THALMANN FINANCIAL SERVICES INC. 550.00%0.00%0.00%Q4 2018Q4 20195
Cetera Investment Advisers 410.00%0.01%0.01%Q1 2022Q3 20235
Advisor Group, Inc. 410.00%0.01%0.04%Q1 2017Q4 20195
Paulson Wealth Management Inc. 550.17%0.18%0.21%Q4 2018Q4 20195
FIFTH THIRD SECURITIES, INC. 440.04%0.06%0.07%Q4 2022Q3 20234
Smart Money Group LLC 440.16%0.94%1.22%Q1 2019Q4 20194
Clearstead Advisors, LLC 440.00%0.00%0.00%Q1 2022Q4 20224
FURE FINANCIAL CORP 440.07%0.09%0.10%Q3 2021Q2 20224
PCG Wealth Advisors, LLC 440.27%0.29%0.31%Q4 2022Q3 20234
Roof Eidam Maycock Peralta, LLC 440.10%0.19%0.26%Q4 2022Q3 20234
NewEdge Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Financial Freedom, LLC 440.13%0.14%0.15%Q4 2022Q3 20234
SHEETS SMITH WEALTH MANAGEMENT 440.03%0.03%0.03%Q4 2022Q3 20234
Integrated Wealth Concepts LLC 440.04%0.04%0.05%Q4 2022Q3 20234
CITIGROUP INC 440.00%0.00%0.00%Q4 2022Q3 20234
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q4 2015Q3 20223
Galvin, Gaustad & Stein, LLC 330.03%0.03%0.04%Q1 2023Q3 20233
Strategic Financial Concepts, LLC 330.16%0.19%0.23%Q1 2023Q3 20233
LWM Advisory Services, LLC 330.54%0.57%0.60%Q3 2022Q1 20233
Good Life Advisors, LLC 210.13%0.19%0.22%Q1 2022Q1 20233
IFP Advisors, Inc 330.00%0.00%0.00%Q1 2022Q3 20223
THOROUGHBRED FINANCIAL SERVICES, LLC 330.02%0.03%0.04%Q1 2023Q3 20233
Virtu KCG Holdings LLC 210.02%0.02%0.03%Q4 2015Q2 20173
Ally Invest Advisors Inc. 330.04%0.04%0.04%Q1 2023Q3 20233
RAYMOND JAMES & ASSOCIATES 330.00%0.00%0.00%Q1 2023Q3 20233
Allworth Financial LP 210.00%0.00%0.00%Q4 2018Q2 20233
FLOW TRADERS U.S. LLC 210.04%0.06%0.07%Q3 2022Q2 20233
Beaumont Asset Management, L.L.C. 330.18%0.19%0.19%Q3 2022Q1 20233
BENJAMIN F. EDWARDS & COMPANY, INC. 330.00%0.00%0.00%Q1 2023Q3 20233
Financial Advocates Investment Management 210.04%0.04%0.05%Q4 2022Q3 20233
Mayfair Advisory Group, LLC 330.27%0.28%0.29%Q1 2023Q3 20233
AE Wealth Management LLC 210.01%0.01%0.02%Q4 2019Q1 20233
Marmo Financial Group, LLC 220.91%6.63%12.36%Q4 2022Q1 20232
Virtu Financial LLC 220.03%0.03%0.03%Q3 2017Q4 20172
TITLEIST CAPITAL, LLC 220.11%0.14%0.16%Q3 2022Q4 20222
IMC-Chicago, LLC 110.00%0.00%0.00%Q2 2021Q2 20232
Virtue Capital Management, LLC 220.03%0.03%0.03%Q4 2021Q1 20222
CWM, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
TRUIST FINANCIAL CORP 220.00%0.00%0.00%Q2 2023Q3 20232
Advisory Services Network, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Hilltop Holdings Inc. 220.05%0.13%0.22%Q2 2020Q3 20202
Arden Trust Co 221.84%1.91%1.98%Q3 2023Q4 20232
FLAGSHIP HARBOR ADVISORS, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Valmark Advisers, Inc. 220.00%0.00%0.01%Q4 2022Q1 20232
TITLEIST ASSET MANAGEMENT, LLC 220.04%0.06%0.08%Q1 2023Q2 20232
Cornerstone Planning Group LLC 220.00%0.02%0.03%Q2 2023Q3 20232
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q3 2020Q2 20212
Core Wealth Advisors, Inc. 220.01%3.10%6.19%Q4 2022Q1 20232
Atria Wealth Solutions, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Holloway Wealth Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Avior Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Bullseye Investment Management, LLC 116.31%6.31%6.31%Q1 2022Q1 20221
NORTHWEST WEALTH MANAGEMENT, LLC 110.09%0.09%0.09%Q1 2019Q1 20191
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
AXXCESS WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
SALEM INVESTMENT COUNSELORS INC 110.00%0.00%0.00%Q1 2023Q1 20231
Realta Investment Advisors 110.00%0.00%0.00%Q4 2022Q4 20221
ADVISOR PARTNERS LLC 110.04%0.04%0.04%Q4 2017Q4 20171
KILEY JUERGENS WEALTH MANAGEMENT, LLC 110.03%0.03%0.03%Q3 2018Q3 20181
AVANTAX ADVISORY SERVICES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Steward Partners Investment Advisory, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Tyler-Stone Wealth Management 110.01%0.01%0.01%Q3 2023Q3 20231
1834 INVESTMENT ADVISORS CO 110.03%0.03%0.03%Q4 2017Q4 20171
Mutual Advisors, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
TWO SIGMA SECURITIES, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Cetera Advisors LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Simplicity Solutions, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
V Wealth Advisors LLC 110.04%0.04%0.04%Q2 2023Q2 20231
Gladstone Institutional Advisory LLC 110.02%0.02%0.02%Q3 2023Q3 20231
External links

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