News + Filings Key Docs Ownership
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SPDR INDEX SHS FDS (QWLD)
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Portfolio as of: |
Name | Shares | Change | Value | % Port | % OS | Hist | Date |
LPL Financial LLC
| 83,777 | -2,280 | 8,329,848,000 | 0.01 | |
Hist
| 03/31/2023 |
Wealthcare Advisory Partners LLC
| 37,049 | 22,376 | 3,861,033,000 | 0.17 | |
Hist
| 06/30/2023 |
SYM FINANCIAL Corp
| 22,421 | 22,421 | 2,336,576,000 | 0.47 | |
Hist
| 06/30/2023 |
Fingerlakes Wealth Management, Inc.
| 17,391 | 943 | 1,812,423,000 | 2.07 | |
Hist
| 06/30/2023 |
Geneos Wealth Management Inc.
| 11,407 | -757 | 1,188,723,000 | 0.06 | |
Hist
| 06/30/2023 |
Financial Enhancement Group LLC
| 6,222 | -687 | 654,556,000 | 0.12 | |
Hist
| 06/30/2023 |
Atria Wealth Solutions, Inc.
| 6,218 | 6,218 | 648,005,000 | 0.01 | |
Hist
| 06/30/2023 |
ADVISOR GROUP HOLDINGS, INC.
| 6,130 | -55 | 638,783,000 | | |
Hist
| 06/30/2023 |
OLD MISSION CAPITAL LLC
| 6,115 | 0 | 637,270,000 | 0.01 | |
Hist
| 06/30/2023 |
Atlas Private Wealth Advisors
| 4,624 | 4,624 | 481,886,000 | 0.10 | |
Hist
| 06/30/2023 |
New England Private Wealth Advisors LLC
| 4,047 | 16 | 421,791,000 | 0.09 | |
Hist
| 06/30/2023 |
American Portfolios Advisors
| 4,027 | 4,027 | 342,184,000 | 0.01 | |
Hist
| 09/30/2022 |
FLAGSHIP HARBOR ADVISORS, LLC
| 2,745 | -30,419 | 286,019,000 | 0.02 | |
Hist
| 06/30/2023 |
BANK OF AMERICA CORP /DE/
| 483 | 9 | 50,335,000 | 0.00 | |
Hist
| 06/30/2023 |
UBS Group AG
| 368 | 368 | 38,351,000 | 0.00 | |
Hist
| 06/30/2023 |
ROYAL BANK OF CANADA
| 106 | 12 | 11,000,000 | 0.00 | |
Hist
| 06/30/2023 |
Belpointe Asset Management LLC
| 100 | 100 | 9,943,000 | 0.00 | |
Hist
| 03/31/2023 |
HARBOUR INVESTMENTS, INC.
| 44 | 0 | 4,129,000 | 0.00 | |
Hist
| 12/31/2022 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
| 31 | 31 | 3,231,000 | 0.00 | |
Hist
| 06/30/2023 |
Cambridge Investment Research Advisors, Inc.
| 9,576 | 6,620 | 998,000 | 0.00 | |
Hist
| 06/30/2023 |
THRIVENT FINANCIAL FOR LUTHERANS
| 6,027 | 45 | 628,000 | 0.00 | |
Hist
| 06/30/2023 |
Capital Analysts, LLC
| 3,825 | 39 | 399,000 | 0.02 | |
Hist
| 06/30/2023 |
THOROUGHBRED FINANCIAL SERVICES, LLC
| 2,570 | 230 | 267,000 | 0.04 | |
Hist
| 06/30/2023 |
HUNTINGTON NATIONAL BANK
| 1 | 0 | 104,000 | 0.00 | |
Hist
| 06/30/2023 |
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