Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
PARK AVENUE SECURITIES LLC | 18 | 18 | 0.05% | 0.09% | 0.22% | Q2 2019 | Q3 2023 | 18 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
JANE STREET GROUP, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
ENVESTNET ASSET MANAGEMENT INC | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
CreativeOne Wealth, LLC | 16 | 16 | 0.06% | 0.10% | 0.15% | Q4 2019 | Q3 2023 | 16 |
AE Wealth Management LLC | 16 | 16 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
GeoWealth Management, LLC | 15 | 15 | 0.16% | 0.36% | 0.66% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
OPTIMUM INVESTMENT ADVISORS | 15 | 15 | 0.02% | 0.02% | 0.04% | Q3 2019 | Q1 2023 | 15 |
Capital Asset Advisory Services LLC | 14 | 14 | 0.02% | 0.24% | 0.48% | Q4 2019 | Q1 2023 | 14 |
Private Advisor Group, LLC | 14 | 14 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q3 2023 | 14 |
LPL Financial LLC | 14 | 14 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Simplicity Solutions, LLC | 8 | 5 | 0.02% | 0.76% | 2.09% | Q4 2019 | Q1 2023 | 13 |
Good Life Advisors, LLC | 13 | 13 | 0.11% | 0.18% | 0.27% | Q3 2020 | Q3 2023 | 13 |
Truadvice, LLC | 12 | 12 | 0.24% | 0.49% | 1.06% | Q3 2020 | Q2 2023 | 12 |
Patriot Financial Group Insurance Agency, LLC | 12 | 12 | 0.01% | 0.04% | 0.08% | Q3 2019 | Q2 2022 | 12 |
UBS Group AG | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 12 |
Aspire Private Capital, LLC | 11 | 11 | 0.03% | 6.00% | 7.50% | Q1 2021 | Q3 2023 | 11 |
NewEdge Advisors, LLC | 11 | 11 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Castleview Partners, LLC | 8 | 1 | 0.01% | 0.30% | 0.49% | Q2 2021 | Q3 2023 | 9 |
HARBOUR INVESTMENTS, INC. | 6 | 3 | 0.00% | 0.01% | 0.05% | Q1 2021 | Q3 2023 | 9 |
Covestor Ltd | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
IFP Advisors, Inc | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 2.30% | 3.25% | 6.96% | Q4 2021 | Q3 2023 | 8 |
MARIPAU WEALTH MANAGEMENT LLC | 8 | 8 | 0.30% | 0.35% | 0.38% | Q4 2021 | Q3 2023 | 8 |
Empirical Asset Management, LLC | 8 | 8 | 0.34% | 0.39% | 0.44% | Q4 2021 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.16% | 0.28% | 0.39% | Q4 2021 | Q3 2023 | 8 |
Citadel Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 7 |
Apella Capital, LLC | 7 | 7 | 0.02% | 0.05% | 0.09% | Q2 2021 | Q4 2022 | 7 |
HighTower Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Laurel Wealth Advisors, Inc. | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2020 | Q3 2021 | 6 |
Global Retirement Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 6 |
Atria Wealth Solutions, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Cambridge Investment Research Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 6 |
Strategic Asset Management, LLC | 5 | 5 | 0.10% | 0.15% | 0.20% | Q3 2021 | Q3 2022 | 5 |
Balboa Wealth Partners | 5 | 5 | 0.22% | 0.45% | 0.58% | Q3 2022 | Q3 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Aveo Capital Partners, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Cetera Investment Advisers | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Cetera Advisor Networks LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Savior LLC | 4 | 4 | 0.22% | 0.37% | 0.45% | Q3 2020 | Q2 2021 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.04% | 0.14% | 0.30% | Q4 2022 | Q3 2023 | 4 |
RAYMOND JAMES & ASSOCIATES | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Sowell Financial Services LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.02% | 0.05% | 0.07% | Q3 2021 | Q2 2022 | 3 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 3 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Capital CS Group, LLC | 3 | 3 | 0.32% | 1.18% | 1.64% | Q1 2023 | Q3 2023 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Delta Investment Management, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q2 2021 | Q4 2021 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q1 2022 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
FLAGSHIP HARBOR ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2020 | 2 |
CWM, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2022 | 2 |
MORGAN STANLEY | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
American Portfolios Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Ausdal Financial Partners, Inc. | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q1 2020 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.07% | 0.13% | 0.18% | Q2 2023 | Q3 2023 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Cetera Advisors LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
FLOW TRADERS U.S. LLC | 2 | 2 | 0.00% | 0.02% | 0.05% | Q1 2021 | Q2 2021 | 2 |
MGO Private Wealth, LLC | 2 | 2 | 0.45% | 0.51% | 0.57% | Q3 2022 | Q4 2022 | 2 |
Colonial River Wealth Management, LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q1 2023 | 2 |
Argent Trust Co | 2 | 2 | 0.11% | 0.12% | 0.13% | Q2 2023 | Q3 2023 | 2 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Worth Financial Advisory Group, LLC | 2 | 2 | 0.23% | 0.24% | 0.25% | Q1 2023 | Q2 2023 | 2 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2020 | Q3 2020 | 1 |
Outlook Wealth Advisors, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2023 | Q1 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Rockefeller Capital Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
55I, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Laidlaw Wealth Management LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q4 2019 | Q4 2019 | 1 |
Concord Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Virtu Financial LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Merit Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SAGE FINANCIAL GROUP INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
PNC FINANCIAL SERVICES GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
External links
This page lists all the filers that currently own SSGA ACTIVE TR or have owned SSGA ACTIVE TR in the past.