SPDR SER TR shareholder history

Current and past SPDR SER TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
GOLDMAN SACHS GROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 40400.00%0.00%0.00%Q4 2013Q3 202340
STATE STREET CORP 37370.00%0.02%0.04%Q3 2014Q3 202337
MORGAN STANLEY 36360.00%0.00%0.00%Q4 2014Q3 202336
Newman Dignan & Sheerar, Inc. 27270.02%0.39%1.02%Q4 2016Q2 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 25250.00%0.00%0.01%Q4 2013Q4 201925
SIGNET FINANCIAL MANAGEMENT, LLC 24240.26%1.93%5.67%Q4 2017Q3 202324
Pinnacle Wealth Planning Services, Inc. 23230.29%0.45%0.56%Q1 2018Q3 202323
DEUTSCHE BANK AG\ 23230.00%0.00%0.00%Q1 2018Q3 202323
CWM, LLC 1580.00%0.05%0.51%Q4 2017Q3 202323
LPL Financial LLC 1610.00%0.04%0.16%Q1 2016Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
MML INVESTORS SERVICES, LLC 1740.00%0.02%0.05%Q2 2017Q3 202321
Continuum Advisory, LLC 20200.14%2.61%6.20%Q4 2018Q3 202320
Brio Consultants, LLC 20201.96%3.41%6.74%Q4 2018Q3 202320
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Avior Wealth Management, LLC 19190.00%0.02%0.04%Q1 2019Q3 202319
MCF Advisors LLC 1260.00%0.00%0.00%Q4 2018Q2 202318
WELLS FARGO & COMPANY/MN 18180.00%0.00%0.00%Q2 2019Q3 202318
UBS Group AG 810.00%0.00%0.01%Q4 2014Q3 202318
Mutual Advisors, LLC 17170.03%0.10%0.17%Q3 2019Q3 202317
Geneos Wealth Management Inc. 16160.00%0.00%0.01%Q4 2019Q3 202316
FMR LLC 1240.00%0.00%0.00%Q3 2019Q3 202316
ASSETMARK, INC 1150.00%0.02%0.06%Q4 2013Q3 202316
SUSQUEHANNA INTERNATIONAL GROUP, LLP 510.00%0.00%0.00%Q3 2013Q2 202316
IFP Advisors, Inc 1420.00%0.01%0.02%Q2 2016Q3 202316
OSAIC HOLDINGS, INC. 15150.00%0.01%0.03%Q1 2020Q3 202315
CreativeOne Wealth, LLC 870.03%0.08%0.23%Q2 2019Q3 202315
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
Citadel Advisors 810.00%0.00%0.01%Q2 2017Q3 202315
CX Institutional 910.00%0.02%0.04%Q2 2018Q2 202214
Private Advisor Group, LLC 14140.00%0.03%0.06%Q2 2020Q3 202314
AdvisorNet Financial, Inc 14140.00%0.00%0.00%Q2 2020Q3 202314
FormulaFolio Investments, LLC 14140.02%0.08%0.19%Q1 2018Q2 202114
PNC FINANCIAL SERVICES GROUP, INC. 950.00%0.00%0.00%Q1 2019Q3 202314
JANE STREET GROUP, LLC 310.00%0.01%0.07%Q2 2017Q3 202314
Western Wealth Management, LLC 850.04%0.08%0.16%Q2 2020Q3 202313
RAYMOND JAMES & ASSOCIATES 12120.00%0.01%0.02%Q4 2020Q3 202312
STIFEL FINANCIAL CORP 930.00%0.00%0.01%Q2 2020Q3 202312
V Wealth Advisors LLC 1020.05%0.18%0.23%Q1 2020Q1 202312
Altavista Wealth Management, Inc. 12121.38%2.18%2.80%Q1 2019Q4 202112
RDA Financial Network 11110.11%0.16%0.24%Q1 2019Q3 202111
RFG Advisory, LLC 650.03%0.04%0.07%Q4 2018Q3 202311
Pallas Capital Advisors LLC 11110.03%1.07%1.58%Q1 2021Q3 202311
MONETA GROUP INVESTMENT ADVISORS LLC 11110.01%0.10%0.14%Q2 2019Q4 202111
Tortoise Investment Management, LLC 11110.00%0.03%0.07%Q3 2018Q1 202111
Brookstone Capital Management 10100.01%0.01%0.02%Q2 2021Q3 202310
Steward Partners Investment Advisory, LLC 910.00%0.00%0.00%Q4 2020Q3 202310
Cambridge Investment Research Advisors, Inc. 10100.00%0.01%0.02%Q2 2021Q3 202310
FLOW TRADERS U.S. LLC 410.03%0.09%0.29%Q3 2016Q3 202210
Bridge Advisory, LLC 10100.14%0.34%0.76%Q2 2021Q3 202310
Integrated Wealth Concepts LLC 990.01%0.01%0.03%Q3 2021Q3 20239
MARINER INDEPENDENT ADVISOR NETWORK, LLC 990.01%0.01%0.02%Q3 2020Q3 20229
TRUIST FINANCIAL CORP 990.00%0.00%0.00%Q3 2021Q3 20239
Cetera Advisor Networks LLC 810.00%0.02%0.03%Q2 2020Q3 20239
HARBOUR INVESTMENTS, INC. 630.00%0.01%0.03%Q2 2021Q3 20239
ENVESTNET ASSET MANAGEMENT INC 990.00%0.01%0.01%Q3 2021Q3 20239
Certified Advisory Corp 810.01%0.43%0.57%Q3 2018Q3 20239
Janney Montgomery Scott LLC 990.00%0.01%0.01%Q3 2021Q3 20239
BlackRock Inc. 990.00%0.00%0.00%Q1 2020Q1 20229
COMMONWEALTH EQUITY SERVICES, LLC 990.00%0.01%0.02%Q3 2021Q3 20239
American Portfolios Advisors 880.00%0.01%0.05%Q4 2020Q3 20228
NewEdge Advisors, LLC 410.00%0.03%0.11%Q1 2020Q3 20238
Capital Wealth Alliance, LLC 880.77%1.14%1.67%Q4 2021Q3 20238
BLAIR WILLIAM & CO/IL 880.00%0.00%0.00%Q1 2021Q4 20228
BLODGETT WEALTH ADVISORS, LLC 880.31%0.35%0.43%Q4 2021Q3 20238
Raymond James Financial Services Advisors, Inc. 880.00%0.01%0.02%Q4 2021Q3 20238
Patriot Financial Group Insurance Agency, LLC 880.01%0.04%0.11%Q3 2020Q2 20228
GeoWealth Management, LLC 710.07%0.16%0.30%Q3 2019Q3 20238
Good Life Advisors, LLC 880.05%1.87%3.36%Q4 2021Q3 20238
Accel Wealth Management 880.04%0.09%0.16%Q2 2021Q1 20238
Stadion Money Management, LLC 880.04%0.07%0.12%Q4 2013Q3 20158
Colonial River Wealth Management, LLC 880.36%0.78%1.27%Q4 2021Q3 20238
Jacobi Capital Management LLC 880.03%0.07%0.13%Q1 2020Q4 20218
Tradition Wealth Management, LLC 880.02%0.64%0.87%Q4 2021Q3 20238
Stratos Wealth Partners, LTD. 880.01%0.09%0.58%Q2 2021Q1 20238
AE Wealth Management LLC 710.01%0.01%0.01%Q3 2021Q3 20238
Capital Analysts, LLC 880.00%1.37%3.76%Q4 2021Q3 20238
JPMORGAN CHASE & CO 880.00%0.00%0.00%Q4 2021Q3 20238
Ascent Group, LLC 880.02%0.03%0.04%Q4 2021Q3 20238
Larson Financial Group LLC 880.00%0.00%0.00%Q4 2021Q3 20238
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 883.19%5.18%7.13%Q4 2021Q3 20238
Newbridge Financial Services Group, Inc. 770.04%0.08%0.12%Q1 2022Q3 20237
Clear Perspectives Financial Planning, LLC 770.02%2.92%5.38%Q4 2020Q2 20227
Covestor Ltd 770.00%0.00%0.00%Q1 2022Q3 20237
Aveo Capital Partners, LLC 770.07%0.08%0.10%Q1 2022Q3 20237
Strategic Wealth Partners, Ltd. 770.00%0.20%0.31%Q1 2018Q3 20197
FSB PREMIER WEALTH MANAGEMENT, INC. 770.33%0.36%0.40%Q1 2022Q3 20237
Cetera Advisors LLC 520.01%0.01%0.01%Q1 2021Q3 20237
Aspire Private Capital, LLC 771.92%2.09%2.29%Q1 2022Q3 20237
Kestra Advisory Services, LLC 610.00%0.00%0.00%Q3 2021Q3 20237
Global Retirement Partners, LLC 770.03%0.21%0.60%Q1 2022Q3 20237
Orion Portfolio Solutions, LLC 770.01%0.05%0.11%Q1 2022Q3 20237
L.M. KOHN & COMPANY 770.09%0.16%0.21%Q1 2022Q3 20237
MSI Financial Services Inc 770.00%0.01%0.02%Q2 2015Q4 20167
CITIGROUP INC 770.00%0.00%0.00%Q1 2022Q3 20237
Equitable Holdings, Inc. 770.00%0.01%0.02%Q1 2022Q3 20237
Hilltop Holdings Inc. 770.08%0.09%0.10%Q3 2021Q1 20237
Keystone Financial Group 520.04%0.06%0.08%Q4 2021Q3 20237
Fermata Advisors, LLC 770.18%1.59%2.38%Q3 2021Q1 20237
PARK AVENUE SECURITIES LLC 770.04%0.05%0.05%Q1 2022Q3 20237
SRS Capital Advisors, Inc. 770.01%0.01%0.01%Q2 2021Q4 20227
Raleigh Capital Management Inc. 770.66%0.84%1.19%Q1 2022Q3 20237
AXXCESS WEALTH MANAGEMENT, LLC 770.05%0.09%0.12%Q1 2022Q3 20237
HighTower Advisors, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Wealthcare Advisory Partners LLC 520.01%0.02%0.02%Q1 2021Q4 20227
Beacon Pointe Advisors, LLC 770.02%0.11%0.21%Q1 2022Q3 20237
McNamara Financial Services, Inc. 770.28%0.30%0.32%Q1 2022Q3 20237
Castleview Partners, LLC 770.08%0.14%0.21%Q1 2022Q3 20237
Simplicity Solutions, LLC 660.01%0.28%0.79%Q1 2022Q2 20236
ST GERMAIN D J CO INC 330.00%0.31%0.69%Q2 2022Q4 20236
Truadvice, LLC 420.10%0.18%0.33%Q4 2021Q2 20236
ICA Group Wealth Management, LLC 660.10%0.39%0.56%Q2 2022Q3 20236
Capital Investment Advisory Services, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Spire Wealth Management 510.00%0.00%0.00%Q1 2021Q1 20236
VisionPoint Advisory Group, LLC 420.02%0.11%0.16%Q2 2021Q3 20236
Cetera Investment Advisers 660.01%0.04%0.07%Q2 2022Q3 20236
Qube Research & Technologies Ltd 220.00%0.00%0.00%Q4 2021Q3 20236
WOLVERINE TRADING, LLC 330.00%0.00%0.00%Q2 2022Q4 20226
Advisory Services Network, LLC 310.00%0.01%0.01%Q1 2019Q1 20236
PRIVATE TRUST CO NA 660.01%0.04%0.08%Q2 2022Q3 20236
PCG Wealth Advisors, LLC 660.27%0.32%0.35%Q4 2021Q1 20236
Strategic Investment Advisors / MI 420.03%0.04%0.06%Q1 2022Q3 20236
Rockefeller Capital Management L.P. 550.00%0.00%0.00%Q4 2021Q4 20225
Leeward Financial Partners, LLC 550.17%1.27%1.77%Q2 2022Q2 20235
WBI INVESTMENTS, LLC 410.04%0.53%0.81%Q2 2021Q4 20225
MANUFACTURERS LIFE INSURANCE COMPANY, THE 320.00%0.00%0.00%Q1 2018Q3 20235
Sigma Planning Corp 550.01%0.02%0.04%Q3 2022Q3 20235
Bay Harbor Wealth Management, LLC 550.01%0.02%0.02%Q4 2021Q4 20225
Atria Wealth Solutions, Inc. 550.01%0.01%0.01%Q3 2022Q3 20235
Strategic Asset Management, LLC 550.01%0.03%0.06%Q3 2021Q3 20225
Ruggie Capital Group 550.20%0.53%0.92%Q2 2018Q2 20195
Valmark Advisers, Inc. 550.01%0.02%0.03%Q3 2022Q3 20235
ALESCO ADVISORS LLC 550.05%0.31%0.46%Q3 2022Q3 20235
ODonnell Financial Services, LLC 553.47%11.91%34.93%Q3 2021Q3 20225
Parallel Advisors, LLC 320.00%0.00%0.00%Q1 2022Q3 20235
Perigon Wealth Management, LLC 440.09%0.12%0.18%Q4 2022Q3 20234
Meridian Wealth Management, LLC 310.01%0.02%0.04%Q2 2019Q3 20234
Mariner, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Balboa Wealth Partners 440.12%0.14%0.17%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.02%0.03%0.04%Q4 2022Q3 20234
Antonetti Capital Management LLC 440.02%0.03%0.03%Q4 2021Q3 20224
Austin Private Wealth, LLC 440.04%0.05%0.06%Q4 2022Q3 20234
FLAGSHIP HARBOR ADVISORS, LLC 310.02%0.03%0.04%Q2 2022Q3 20234
Treasure Coast Financial Planning 441.68%1.81%2.02%Q4 2022Q3 20234
Rooted Wealth Advisors, Inc. 440.13%1.04%2.07%Q4 2022Q3 20234
RAYMOND JAMES TRUST N.A. 440.01%0.01%0.01%Q3 2022Q2 20234
Financial & Tax Architects, LLC 220.40%0.49%0.60%Q2 2021Q3 20224
Atria Investments, Inc 440.05%0.06%0.06%Q3 2021Q2 20224
Farther Finance Advisors, LLC 440.27%0.45%0.57%Q4 2022Q3 20234
SHEETS SMITH WEALTH MANAGEMENT 440.04%0.09%0.16%Q4 2022Q3 20234
Trilogy Capital Inc. 440.02%0.02%0.02%Q4 2022Q3 20234
Howard Capital Management Inc. 440.35%0.61%1.04%Q3 2021Q2 20224
Advisory Alpha, LLC 310.01%0.01%0.01%Q1 2019Q1 20204
Colonial Trust Co / SC 440.01%0.01%0.01%Q4 2022Q3 20234
Legacy Capital Partners, Inc. 440.10%0.10%0.12%Q4 2019Q3 20204
Financial Architects, Inc 440.00%0.00%0.00%Q1 2018Q4 20184
CAPITAL WEALTH MANAGEMENT, LLC 440.30%0.59%0.73%Q4 2022Q3 20234
Financial Advocates Investment Management 440.02%0.03%0.03%Q4 2022Q3 20234
BANK OF MONTREAL /CAN/ 310.00%0.00%0.01%Q1 2022Q3 20234
OLD MISSION CAPITAL LLC 210.00%0.00%0.01%Q2 2022Q3 20233
NEXT Financial Group, Inc 330.00%0.00%0.00%Q2 2021Q4 20213
Gladstone Institutional Advisory LLC 330.03%0.05%0.06%Q2 2022Q4 20223
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 333.09%3.33%3.61%Q2 2021Q4 20213
Professional Financial Advisors, LLC 330.01%0.01%0.01%Q1 2022Q3 20223
H&H Retirement Design & Management INC 330.34%0.40%0.47%Q2 2022Q4 20223
Bluefin Trading, LLC 210.02%0.06%0.10%Q2 2013Q1 20143
Simplicity Wealth,LLC 330.13%0.15%0.20%Q1 2023Q3 20233
TD Waterhouse Canada Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Pure Financial Advisors, LLC 330.02%0.13%0.23%Q1 2022Q3 20223
HC FINANCIAL ADVISORS INC 330.01%0.01%0.01%Q4 2021Q2 20223
Strategic Financial Concepts, LLC 330.27%0.32%0.37%Q1 2023Q3 20233
Winslow, Evans & Crocker, Inc. 330.00%0.00%0.00%Q2 2019Q4 20193
E&G Advisors, LP 330.06%0.07%0.07%Q4 2022Q2 20233
OPPENHEIMER & CO INC 330.03%0.18%0.28%Q1 2022Q3 20223
CWA Asset Management Group, LLC 330.02%0.02%0.02%Q1 2022Q3 20223
Baystate Wealth Management LLC 210.00%0.00%0.00%Q4 2022Q3 20233
USAdvisors Wealth Management, LLC 330.39%0.40%0.42%Q1 2023Q3 20233
Renaissance Technologies 220.00%0.00%0.00%Q3 2021Q4 20212
COMERICA BANK 110.00%0.05%0.10%Q1 2022Q3 20232
West Wealth Group, LLC 220.13%0.13%0.13%Q2 2023Q3 20232
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Paladin Advisory Group, LLC 221.23%1.23%1.23%Q2 2023Q3 20232
KESTRA PRIVATE WEALTH SERVICES, LLC 220.04%0.05%0.06%Q3 2020Q4 20202
HBW ADVISORY SERVICES LLC 220.11%0.12%0.14%Q3 2020Q4 20202
Advisor Resource Council 110.02%0.02%0.02%Q4 2021Q2 20222
American Trust 110.06%0.22%0.39%Q3 2022Q2 20232
First Personal Financial Services 110.00%0.00%0.01%Q4 2019Q1 20232
CLIENT 1ST ADVISORY GROUP, LLC 220.23%0.51%0.80%Q4 2019Q1 20202
Private Portfolio Partners LLC 220.26%0.31%0.37%Q3 2022Q4 20222
Royal Fund Management, LLC 220.01%0.06%0.11%Q4 2017Q1 20182
Capital CS Group, LLC 220.46%0.49%0.51%Q2 2023Q3 20232
Owen LaRue, LLC 220.52%0.52%0.52%Q4 2022Q1 20232
JEPPSON WEALTH MANAGEMENT, LLC 220.12%0.42%0.72%Q1 2022Q2 20222
Virtu KCG Holdings LLC 220.01%0.02%0.04%Q1 2017Q2 20172
PFG Advisors 220.02%0.02%0.02%Q1 2023Q2 20232
KILEY JUERGENS WEALTH MANAGEMENT, LLC 220.11%0.11%0.11%Q3 2021Q4 20212
NORTHWEST INVESTMENT COUNSELORS, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Asset Dedication, LLC 110.00%0.00%0.00%Q3 2018Q1 20192
CREATIVE FINANCIAL DESIGNS INC /ADV 220.00%0.00%0.00%Q2 2023Q3 20232
Virtu Financial LLC 220.01%0.02%0.02%Q3 2017Q4 20172
Argent Trust Co 220.03%0.03%0.03%Q2 2023Q3 20232
Bienville Capital Management, LLC 220.22%0.25%0.28%Q3 2022Q4 20222
Capital Asset Advisory Services LLC 220.04%0.05%0.06%Q1 2022Q2 20222
MGO Private Wealth, LLC 220.13%0.14%0.15%Q3 2022Q4 20222
Gradient Investments LLC 220.00%0.00%0.00%Q1 2023Q2 20232
VitalStone Financial, LLC 110.01%0.82%1.62%Q4 2022Q2 20232
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.00%Q1 2018Q3 20232
STRINGER ASSET MANAGEMENT, LLC 221.44%1.82%2.20%Q3 2021Q4 20212
Miracle Mile Advisors, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Quad-Cities Investment Group, LLC 220.17%0.18%0.19%Q1 2021Q2 20212
Shorepoint Capital Partners LLC 221.53%2.11%2.69%Q3 2022Q4 20222
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Fortitude Advisory Group L.L.C. 220.04%0.05%0.05%Q4 2021Q1 20222
LexAurum Advisors, LLC 220.17%0.19%0.20%Q4 2017Q1 20182
CoreCap Advisors, LLC 110.00%0.00%0.00%Q2 2022Q4 20222
Center For Asset Management LLC 220.20%0.23%0.26%Q1 2022Q2 20222
CENTAURUS FINANCIAL, INC. 220.01%0.01%0.01%Q4 2022Q1 20232
UBS AG 110.00%0.00%0.00%Q4 2013Q3 20142
Empowered Funds, LLC 220.13%0.25%0.36%Q2 2022Q3 20222
Private Wealth Group, LLC 222.43%2.45%2.47%Q4 2021Q1 20222
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.01%Q1 2022Q4 20222
Regal Investment Advisors LLC 220.02%0.08%0.14%Q2 2022Q3 20222
RETIREMENT CAPITAL STRATEGIES 110.42%0.42%0.42%Q2 2022Q2 20221
Envestnet Portfolio Solutions, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
FIFTH THIRD BANCORP 110.00%0.00%0.00%Q2 2021Q2 20211
Eldridge Investment Advisors, Inc. 110.51%0.51%0.51%Q3 2023Q3 20231
Stratos Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Ledyard National Bank 110.11%0.11%0.11%Q2 2023Q2 20231
Jane Street Holding, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 110.00%0.00%0.00%Q4 2022Q4 20221
Total Clarity Wealth Management, Inc. 110.01%0.01%0.01%Q2 2022Q2 20221
Headlands Technologies LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BARCLAYS PLC 110.00%0.00%0.00%Q3 2014Q3 20141
Concord Wealth Partners 110.00%0.00%0.00%Q2 2022Q2 20221
HERITAGE WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
AMERICAN INTERNATIONAL GROUP, INC. 110.00%0.00%0.00%Q1 2016Q1 20161
WFG Advisors, LP 110.00%0.00%0.00%Q4 2013Q4 20131
Koshinski Asset Management, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Trexquant Investment LP 110.01%0.01%0.01%Q1 2023Q1 20231
Iron Horse Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Claraphi Advisory Network, LLC 110.08%0.08%0.08%Q1 2020Q1 20201
Cerity Partners LLC 110.01%0.01%0.01%Q4 2022Q4 20221
United Asset Strategies, Inc. 110.13%0.13%0.13%Q1 2014Q1 20141
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
WIPFLI FINANCIAL ADVISORS LLC, 110.01%0.01%0.01%Q3 2022Q3 20221
Accurate Wealth Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
HOWARD WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Hibernia Wealth Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Bank of New York Mellon Corp 110.00%0.00%0.00%Q3 2023Q3 20231
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q3 2015Q3 20151
StoneX Group Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
Blue Trust, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
Acropolis Investment Management, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Vertex Planning Partners, LLC 110.30%0.30%0.30%Q4 2022Q4 20221
CANANDAIGUA NATIONAL BANK & TRUST CO 110.04%0.04%0.04%Q4 2023Q4 20231
TOMPKINS FINANCIAL CORP 110.00%0.00%0.00%Q4 2023Q4 20231
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q1 2023Q1 20231
Hefty Wealth Partners 110.04%0.04%0.04%Q1 2018Q1 20181
GTS SECURITIES LLC 110.03%0.03%0.03%Q2 2023Q2 20231
LINCOLN NATIONAL CORP 110.01%0.01%0.01%Q3 2021Q3 20211
Sowell Financial Services LLC 110.02%0.02%0.02%Q1 2023Q1 20231
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Edge Advisors, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Householder Group Estate & Retirement Specialist, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Private Capital Group, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Redwood Financial Network Corp 110.41%0.41%0.41%Q3 2023Q3 20231
Columbia Asset Management 110.02%0.02%0.02%Q3 2022Q3 20221
Capital Advisors, Ltd. LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Allworth Financial LP 110.00%0.00%0.00%Q3 2022Q3 20221
WEALTH EFFECTS LLC 110.25%0.25%0.25%Q3 2022Q3 20221
External links

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