SPDR SER TR shareholder history

Current and past SPDR SER TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SHEETS SMITH WEALTH MANAGEMENT 32320.14%0.31%0.54%Q4 2015Q3 202332
BANK OF AMERICA CORP /DE/ 2130.00%0.00%0.00%Q2 2015Q3 202330
Stadion Money Management, LLC 25250.31%1.25%2.32%Q3 2017Q3 202325
Royal Fund Management, LLC 24240.02%0.99%1.33%Q4 2017Q3 202324
CWM, LLC 1050.00%0.02%0.17%Q3 2016Q3 202323
COMMONWEALTH EQUITY SERVICES, LLC 2030.00%0.01%0.02%Q4 2017Q3 202323
FLAGSHIP HARBOR ADVISORS, LLC 22220.01%0.19%0.50%Q2 2018Q3 202322
LPL Financial LLC 21210.00%0.05%0.14%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
Geneos Wealth Management Inc. 21210.00%0.03%0.22%Q3 2018Q3 202321
American Money Management, LLC 20200.17%2.00%2.78%Q4 2018Q3 202320
ROYAL BANK OF CANADA 20200.00%0.00%0.00%Q4 2018Q3 202320
McAdam, LLC 1730.01%0.28%0.63%Q1 2018Q3 202320
IFP Advisors, Inc 1730.00%0.02%0.08%Q2 2018Q3 202320
Valtinson Bruner Financial Planning LLC 20200.22%0.27%0.32%Q4 2018Q3 202320
Continuum Advisory, LLC 20201.35%2.74%4.62%Q4 2018Q3 202320
Raymond James Financial Services Advisors, Inc. 19190.00%0.01%0.02%Q1 2019Q3 202319
AdvisorNet Financial, Inc 19190.00%0.01%0.02%Q1 2019Q3 202319
AMERIPRISE FINANCIAL INC 18180.01%0.02%0.05%Q2 2019Q3 202318
WELLS FARGO & COMPANY/MN 18180.00%0.00%0.00%Q2 2019Q3 202318
ENVESTNET ASSET MANAGEMENT INC 1080.00%0.01%0.02%Q4 2018Q3 202318
FIRST HAWAIIAN BANK 18180.40%0.49%0.58%Q2 2019Q3 202318
RAYMOND JAMES & ASSOCIATES 1520.00%0.01%0.02%Q4 2018Q3 202317
VISTA INVESTMENT MANAGEMENT 17171.16%2.08%2.38%Q3 2019Q3 202317
LexAurum Advisors, LLC 17170.24%0.61%0.98%Q4 2017Q4 202117
FMR LLC 17170.00%0.00%0.00%Q3 2019Q3 202317
HighTower Advisors, LLC 1610.00%0.01%0.02%Q2 2017Q4 202217
SFMG, LLC 17172.17%4.73%6.08%Q3 2019Q3 202317
Cambridge Investment Research Advisors, Inc. 17170.00%0.01%0.03%Q3 2019Q3 202317
MORGAN STANLEY 16160.00%0.00%0.00%Q4 2019Q3 202316
Redhawk Wealth Advisors, Inc. 1240.07%0.16%0.36%Q4 2018Q3 202316
Integrated Advisors Network LLC 16160.03%0.05%0.09%Q4 2019Q3 202316
Marotta Asset Management 1331.19%1.45%1.76%Q4 2019Q4 202316
Private Advisor Group, LLC 1330.00%0.01%0.02%Q3 2019Q3 202316
Outlook Wealth Advisors, LLC 16161.56%2.18%4.30%Q1 2019Q4 202216
Detalus Advisors, LLC 16160.29%0.34%0.38%Q4 2019Q3 202316
John W. Brooker & Co., CPAs 16160.18%0.73%1.01%Q4 2019Q3 202316
SENTINEL PENSION ADVISORS INC 16160.44%1.54%2.46%Q4 2019Q3 202316
HENGEHOLD CAPITAL MANAGEMENT LLC 1240.03%0.07%0.15%Q2 2019Q3 202316
Merit Financial Group, LLC 16160.02%0.11%0.58%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 15150.04%0.14%0.29%Q1 2020Q3 202315
Great Point Wealth Advisors, LLC 15154.47%6.08%11.52%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.01%0.02%0.03%Q1 2020Q3 202315
Tolleson Wealth Management, Inc. 151524.05%32.05%38.08%Q1 2020Q3 202315
Princeton Global Asset Management LLC 15150.13%0.33%0.40%Q1 2020Q3 202315
Graypoint LLC 15150.03%0.04%0.07%Q1 2020Q3 202315
Retirement Group, LLC 1410.01%0.01%0.03%Q4 2019Q3 202315
LEVEL FOUR ADVISORY SERVICES, LLC 15150.12%1.63%3.24%Q1 2020Q3 202315
NewEdge Advisors, LLC 15150.00%0.05%0.09%Q1 2020Q3 202315
CATALYST PRIVATE WEALTH, LLC 14140.11%0.32%0.70%Q3 2020Q4 202314
SUSQUEHANNA INTERNATIONAL GROUP, LLP 810.00%0.00%0.00%Q4 2019Q3 202314
Accuvest Global Advisors 14140.20%1.43%5.39%Q3 2016Q4 201914
Garrett Wealth Advisory Group, LLC 14142.64%5.15%7.54%Q2 2020Q3 202314
Tower Research Capital LLC (TRC) 1210.00%0.01%0.02%Q1 2016Q3 202314
Allred Capital Management, LLC 640.10%0.15%0.33%Q1 2019Q3 202314
Frontier Wealth Management LLC 14140.01%0.05%0.08%Q1 2019Q2 202214
Cornerstone Wealth Management, LLC 1130.10%0.22%0.38%Q1 2020Q3 202314
AFFINIA FINANCIAL GROUP, LLC 13130.16%6.05%12.51%Q2 2020Q2 202313
Andesa Financial Management Inc. 13131.32%2.57%5.80%Q1 2020Q1 202313
COLONY GROUP LLC 13131.50%2.04%2.62%Q3 2020Q3 202313
GOLDMAN SACHS GROUP INC 810.00%0.00%0.00%Q1 2019Q3 202313
Smart Money Group LLC 910.09%0.15%0.20%Q4 2019Q3 202313
PARSONS CAPITAL MANAGEMENT INC/RI 12120.04%0.11%0.20%Q4 2020Q3 202312
J.W. COLE ADVISORS, INC. 840.02%0.02%0.03%Q3 2020Q3 202312
Stratos Wealth Partners, LTD. 750.01%0.04%0.07%Q2 2020Q3 202312
IFG Advisory, LLC 1110.02%0.03%0.03%Q3 2020Q3 202312
Mezzasalma Advisors, LLC 12120.18%0.21%0.25%Q4 2020Q3 202312
US BANCORP \DE\ 840.00%0.00%0.00%Q1 2019Q3 202312
UBS Group AG 310.00%0.00%0.00%Q4 2015Q2 202312
Sage Mountain Advisors LLC 12123.11%4.20%7.04%Q4 2020Q3 202312
Citadel Advisors 310.00%0.00%0.00%Q3 2016Q3 202312
CreativeOne Wealth, LLC 750.04%0.29%0.92%Q1 2019Q3 202312
American Portfolios Advisors 650.00%0.00%0.00%Q2 2019Q3 202211
Capital Investment Advisory Services, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Steward Partners Investment Advisory, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Strategic Blueprint, LLC 11110.11%0.65%1.24%Q1 2021Q3 202311
Mutual Advisors, LLC 650.02%0.09%0.20%Q1 2018Q4 202011
JANE STREET GROUP, LLC 610.00%0.00%0.01%Q1 2016Q1 202311
OAKWOOD CAPITAL MANAGEMENT LLC/CA 11110.13%0.25%0.63%Q4 2018Q2 202111
Gladstone Institutional Advisory LLC 910.02%0.07%0.10%Q1 2021Q3 202310
LBMC INVESTMENT ADVISORS, LLC 10100.04%0.08%0.13%Q2 2021Q3 202310
Financial Insights, Inc. 10108.11%8.76%9.40%Q4 2018Q1 202110
Cetera Advisor Networks LLC 510.00%0.02%0.04%Q2 2020Q3 202310
MBE Wealth Management, LLC 910.12%0.15%0.18%Q1 2020Q4 202210
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.01%Q1 2021Q3 202310
Global Retirement Partners, LLC 730.00%0.00%0.00%Q1 2021Q3 202310
Ancora Advisors LLC 910.00%0.00%0.00%Q3 2018Q4 202110
CFS Investment Advisory Services, LLC 910.01%0.05%0.07%Q4 2020Q3 202310
Accel Wealth Management 10100.01%0.01%0.01%Q4 2020Q1 202310
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 990.06%0.27%0.44%Q2 2019Q2 20219
LADENBURG THALMANN FINANCIAL SERVICES INC. 990.00%0.00%0.02%Q4 2017Q4 20199
Janney Montgomery Scott LLC 990.00%0.01%0.01%Q4 2018Q4 20209
Resource Planning Group 990.30%2.74%5.06%Q3 2021Q3 20239
Fort Point Capital Partners LLC 990.12%0.13%0.14%Q3 2021Q3 20239
Financial Strategies Group, Inc. 884.24%4.36%4.55%Q1 2020Q4 20218
NAPLES GLOBAL ADVISORS, LLC 880.07%0.07%0.08%Q4 2021Q3 20238
Covington Capital Management 880.10%0.23%0.27%Q4 2020Q3 20228
AVANTAX ADVISORY SERVICES, INC. 880.00%0.01%0.02%Q2 2021Q1 20238
1620 INVESTMENT ADVISORS, INC. 880.27%0.41%0.74%Q4 2021Q3 20238
Raleigh Capital Management Inc. 880.01%0.23%0.64%Q4 2021Q3 20238
DRIVE WEALTH MANAGEMENT, LLC 880.16%0.27%0.41%Q4 2021Q3 20238
STRINGER ASSET MANAGEMENT, LLC 882.00%3.08%6.70%Q4 2018Q3 20208
Ameritas Advisory Services, LLC 880.01%0.02%0.04%Q4 2021Q3 20238
Aspire Wealth Management Corp 880.06%0.07%0.07%Q4 2021Q3 20238
55I, LLC 710.01%0.03%0.16%Q2 2019Q2 20228
GeoWealth Management, LLC 530.10%0.79%3.89%Q2 2019Q3 20238
Avant Capital LLC 880.43%0.44%0.46%Q4 2021Q3 20238
Collaborative Wealth Managment Inc. 610.19%0.28%0.38%Q1 2021Q3 20238
Goodman Advisory Group, LLC 882.96%4.28%7.84%Q4 2021Q3 20238
UNITED CAPITAL FINANCIAL ADVISORS, LLC 880.01%0.01%0.01%Q4 2018Q3 20208
Snowden Capital Advisors LLC 610.01%0.61%0.80%Q1 2019Q4 20217
Integrated Wealth Concepts LLC 430.00%0.01%0.03%Q3 2021Q3 20237
Capital Asset Advisory Services LLC 770.01%0.08%0.16%Q1 2020Q3 20217
Kestra Advisory Services, LLC 770.01%0.01%0.02%Q1 2022Q3 20237
Financial Guidance Group, Inc. 770.32%0.37%0.55%Q1 2022Q3 20237
Eagle Strategies LLC 430.15%4.41%8.76%Q4 2021Q3 20237
Realta Investment Advisors 770.06%0.07%0.07%Q1 2022Q3 20237
GLENMEDE TRUST CO NA 520.00%0.00%0.00%Q2 2020Q1 20227
NEIRG Wealth Management, LLC 770.28%0.31%0.34%Q4 2021Q2 20237
Kalos Management, Inc. 770.09%0.21%0.65%Q4 2020Q2 20227
Wechter Feldman Wealth Management, Inc. 770.27%0.59%0.75%Q2 2018Q4 20197
Spire Wealth Management 610.00%0.00%0.00%Q1 2021Q1 20237
Quantitative Advantage, LLC 770.04%0.05%0.06%Q3 2021Q1 20237
Blackston Financial Advisory Group, LLC 770.50%0.57%0.67%Q4 2021Q2 20237
Ameritas Investment Company, LLC 770.01%0.04%0.07%Q1 2020Q3 20217
Advisory Services Network, LLC 210.00%0.00%0.00%Q1 2020Q1 20236
First Horizon Advisors, Inc. 660.01%0.01%0.01%Q2 2022Q3 20236
New England Investment & Retirement Group, Inc. 660.34%0.37%0.40%Q2 2020Q3 20216
Stonehearth Capital Management, LLC 660.18%0.29%0.37%Q2 2018Q3 20196
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 660.02%0.20%0.28%Q4 2018Q1 20206
Householder Group Estate & Retirement Specialist, LLC 410.50%0.79%1.07%Q4 2021Q3 20236
SimpliFi, Inc. 668.24%10.00%11.21%Q1 2019Q2 20206
PRIVATE TRUST CO NA 660.03%0.04%0.06%Q2 2022Q3 20236
Eagle Ridge Investment Management 510.02%0.02%0.03%Q3 2020Q1 20226
Qube Research & Technologies Ltd 420.00%0.00%0.00%Q1 2021Q1 20236
Echo Wealth Management, LLC 660.26%0.53%1.15%Q4 2020Q1 20226
FIRST MANHATTAN CO. LLC. 660.00%0.00%0.00%Q1 2022Q2 20236
MML INVESTORS SERVICES, LLC 320.00%0.00%0.00%Q1 2022Q2 20235
Weaver Consulting Group 550.01%0.09%0.13%Q4 2019Q4 20205
CAPTRUST FINANCIAL ADVISORS 550.00%0.00%0.00%Q3 2022Q3 20235
WESPAC Advisors, LLC 550.24%0.47%0.76%Q1 2020Q1 20215
Patriot Financial Group Insurance Agency, LLC 550.03%0.06%0.07%Q4 2020Q4 20215
New England Private Wealth Advisors LLC 320.04%0.04%0.06%Q4 2021Q3 20235
CREATIVE FINANCIAL DESIGNS INC /ADV 550.01%0.01%0.02%Q3 2022Q3 20235
Advisor Group, Inc. 550.00%0.00%0.00%Q4 2018Q4 20195
Faithward Advisors, LLC 550.00%0.00%0.01%Q4 2019Q4 20205
Wealthcare Advisory Partners LLC 410.00%0.03%0.03%Q1 2021Q3 20235
EverSource Wealth Advisors, LLC 550.00%0.00%0.00%Q4 2021Q4 20225
1900 WEALTH MANAGEMENT LLC 550.02%0.03%0.03%Q4 2020Q4 20215
Good Life Advisors, LLC 440.03%0.04%0.06%Q3 2021Q2 20224
Jupiter Wealth Management LLC 440.12%0.19%0.29%Q3 2019Q2 20204
Cetera Investment Advisers 440.00%0.00%0.01%Q4 2022Q3 20234
FLOW TRADERS U.S. LLC 310.00%0.08%0.16%Q4 2019Q3 20214
VICUS CAPITAL 440.06%0.06%0.06%Q4 2022Q3 20234
BEAM WEALTH ADVISORS, INC. 440.30%0.35%0.38%Q4 2020Q3 20214
Cerity Partners LLC 440.02%0.03%0.04%Q4 2022Q3 20234
Financial Enhancement Group LLC 440.63%0.94%1.31%Q4 2021Q3 20224
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.01%Q4 2022Q3 20234
MONEY CONCEPTS CAPITAL CORP 210.00%0.01%0.03%Q4 2020Q4 20224
SIGNET FINANCIAL MANAGEMENT, LLC 310.00%0.00%0.00%Q1 2018Q4 20214
Orion Portfolio Solutions, LLC 310.00%0.00%0.00%Q1 2020Q3 20234
True Wealth Design, LLC 440.14%0.23%0.28%Q4 2022Q3 20234
SILVERHAWK ASSET MANAGEMENT, LLC 440.51%4.02%5.36%Q3 2022Q2 20234
Worth Financial Advisory Group, LLC 440.24%0.26%0.29%Q4 2022Q3 20234
Dynamic Advisor Solutions LLC 440.03%0.06%0.08%Q2 2019Q1 20204
Goldstein Advisors, LLC 440.30%0.35%0.40%Q4 2022Q3 20234
Golden State Wealth Management, LLC 310.00%0.04%0.08%Q1 2019Q1 20204
PALO ALTO WEALTH ADVISORS, LLC 440.27%0.29%0.32%Q4 2022Q3 20234
Jackson Wealth Management, LLC 333.16%3.44%3.60%Q2 2019Q4 20193
Long Run Wealth Advisors, LLC 331.12%1.18%1.25%Q4 2021Q2 20223
BALDWIN BROTHERS LLC/MA 330.00%0.00%0.00%Q2 2023Q4 20233
Hobart Private Capital, LLC 332.06%2.89%3.36%Q1 2023Q3 20233
AE Wealth Management LLC 210.00%0.08%0.17%Q4 2019Q3 20203
Perennial Investment Advisors, LLC 330.25%0.55%1.15%Q1 2023Q3 20233
January Capital Advisors LLC 334.05%7.30%13.81%Q4 2021Q2 20223
KING LUTHER CAPITAL MANAGEMENT CORP 330.00%0.00%0.00%Q1 2023Q3 20233
Simplicity Solutions, LLC 210.00%0.11%0.22%Q4 2019Q3 20203
Asset Dedication, LLC 330.00%0.00%0.00%Q3 2018Q1 20193
Howard Capital Management Inc. 330.13%0.14%0.16%Q1 2023Q3 20233
Independence Advisors, LLC 330.00%0.00%0.00%Q1 2020Q3 20203
TMD & ASSOCIATES, INC 330.14%0.35%0.72%Q4 2018Q2 20193
FIFTH THIRD SECURITIES, INC. 330.11%0.14%0.16%Q1 2023Q3 20233
JPMORGAN CHASE & CO 210.00%0.00%0.00%Q4 2019Q1 20233
TRUIST FINANCIAL CORP 330.00%0.00%0.00%Q1 2020Q3 20203
CITIGROUP INC 210.00%0.00%0.00%Q4 2019Q1 20213
HBW ADVISORY SERVICES LLC 330.08%0.22%0.36%Q1 2023Q3 20233
COWA, LLC 210.05%0.07%0.10%Q4 2020Q3 20223
Tower View Wealth Management LLC 330.01%0.01%0.01%Q2 2022Q4 20223
Barber Financial Group, Inc. 330.64%1.36%2.67%Q2 2019Q4 20193
Equitable Holdings, Inc. 210.02%0.12%0.31%Q2 2020Q1 20213
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Brinker Capital Investments, LLC 221.01%1.26%1.50%Q3 2019Q4 20192
Accurate Wealth Management, LLC 220.11%0.32%0.52%Q3 2022Q4 20222
Versant Capital Management, Inc 220.16%0.16%0.16%Q3 2023Q4 20232
GREAT VALLEY ADVISOR GROUP, INC. 220.06%0.07%0.08%Q2 2020Q3 20202
TRANSCEND CAPITAL ADVISORS, LLC 220.13%0.16%0.19%Q4 2019Q1 20202
Premia Global Advisors, LLC 225.79%5.93%6.07%Q2 2019Q3 20192
CMC Financial Group 220.24%0.59%0.94%Q4 2019Q1 20202
THRIVENT FINANCIAL FOR LUTHERANS 220.01%0.02%0.03%Q2 2019Q3 20192
McElhenny Sheffield Capital Management, LLC 220.01%0.09%0.18%Q3 2022Q4 20222
CULLEN/FROST BANKERS, INC. 220.01%0.01%0.01%Q2 2023Q3 20232
PATHSTONE FAMILY OFFICE, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Sound Income Strategies, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
MERCER GLOBAL ADVISORS INC /ADV 220.02%0.02%0.03%Q2 2023Q3 20232
Erickson Financial Group, LLC 220.20%0.21%0.22%Q4 2021Q1 20222
Warren Street Wealth Advisors, LLC 220.18%0.65%1.13%Q4 2021Q1 20222
Clear Harbor Asset Management, LLC 110.01%0.01%0.01%Q4 2019Q3 20202
VALLEY FINANCIAL MANAGEMENT, INC. 223.55%4.39%5.23%Q3 2022Q4 20222
Moloney Securities Asset Management, LLC 220.06%0.06%0.06%Q2 2020Q3 20202
DIVIDEND ASSETS CAPITAL, LLC 220.01%0.01%0.01%Q3 2021Q4 20212
Herold Advisors, Inc. 110.06%0.06%0.06%Q3 2021Q1 20222
Ford Financial Group, LLC 220.50%0.51%0.52%Q3 2022Q4 20222
Riverpoint Wealth Management Holdings, LLC 110.14%0.21%0.29%Q1 2022Q4 20222
WIN ADVISORS, INC 111.06%1.65%2.24%Q1 2022Q1 20232
COZAD ASSET MANAGEMENT INC 220.08%0.08%0.08%Q2 2020Q3 20202
Commonwealth Equity Services, Inc 220.00%0.00%0.00%Q2 2017Q3 20172
Stonebridge Capital Advisors LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Wealthquest Corp 220.08%0.09%0.10%Q3 2019Q4 20192
Capital Analysts, LLC 110.00%0.01%0.01%Q4 2020Q4 20222
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.01%Q2 2022Q3 20232
Values Added Financial LLC 110.19%0.19%0.19%Q2 2023Q2 20231
First Allied Advisory Services, Inc. 110.00%0.00%0.00%Q3 2019Q3 20191
Ellevest, Inc. 110.01%0.01%0.01%Q2 2020Q2 20201
BESSEMER GROUP INC 110.00%0.00%0.00%Q1 2018Q1 20181
Activest Wealth Management 110.01%0.01%0.01%Q4 2022Q4 20221
Berkshire Money Management, Inc. 110.11%0.11%0.11%Q2 2020Q2 20201
PNC FINANCIAL SERVICES GROUP, INC. 110.00%0.00%0.00%Q2 2023Q2 20231
CABANA LLC 110.00%0.00%0.00%Q2 2020Q2 20201
ARQ WEALTH ADVISORS, LLC 110.25%0.25%0.25%Q3 2023Q3 20231
Clarkston Capital Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
VERUS CAPITAL PARTNERS, LLC 110.05%0.05%0.05%Q1 2020Q1 20201
Apollon Wealth Management, LLC 110.02%0.02%0.02%Q2 2020Q2 20201
Creative Planning 110.00%0.00%0.00%Q2 2022Q2 20221
FIFTH THIRD BANCORP 110.00%0.00%0.00%Q4 2018Q4 20181
Authentikos Wealth Advisory, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
BUCKINGHAM STRATEGIC WEALTH, LLC 110.05%0.05%0.05%Q1 2020Q1 20201
Evanson Asset Management, LLC 110.06%0.06%0.06%Q1 2020Q1 20201
LEVEL FOUR FINANCIAL, LLC 111.35%1.35%1.35%Q4 2020Q4 20201
Connectus Wealth, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
HC Advisors, LLC 110.94%0.94%0.94%Q1 2020Q1 20201
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Clearview Wealth Advisors LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Total Clarity Wealth Management, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
B. Riley Wealth Advisors, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Lloyd Advisory Services, LLC. 110.00%0.00%0.00%Q2 2020Q2 20201
Heritage Financial Services, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
CREDIT SUISSE AG/ 110.00%0.00%0.00%Q4 2017Q4 20171
BARCLAYS PLC 110.00%0.00%0.00%Q2 2021Q2 20211
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q2 2023Q2 20231
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Golden State Equity Partners 110.17%0.17%0.17%Q4 2020Q4 20201
JNBA Financial Advisors 110.00%0.00%0.00%Q3 2019Q3 20191
Allworth Financial LP 110.00%0.00%0.00%Q2 2023Q2 20231
Waterloo Capital, L.P. 110.35%0.35%0.35%Q1 2020Q1 20201
Institute for Wealth Management, LLC. 110.00%0.00%0.00%Q4 2019Q4 20191
Gradient Investments LLC 110.00%0.00%0.00%Q3 2021Q3 20211
THEORY FINANCIAL LLC 112.06%2.06%2.06%Q3 2023Q3 20231
Belpointe Asset Management LLC 110.00%0.00%0.00%Q4 2022Q4 20221
BLAIR WILLIAM & CO/IL 110.00%0.00%0.00%Q3 2023Q3 20231
Global Financial Private Capital, Inc 110.01%0.01%0.01%Q3 2017Q3 20171
Cetera Advisors LLC 110.00%0.00%0.00%Q1 2019Q1 20191
External links

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