ROOSEVELT INVESTMENT GROUP LLC - SPDR SER TR ownership

SPDR SER TR's ticker is PSK and the CUSIP is 78464A292. A total of 134 filers reported holding SPDR SER TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
ROOSEVELT INVESTMENT GROUP LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2020$477,000
-17.6%
12,162
-7.6%
0.06%
-8.3%
Q4 2019$579,000
+6.4%
13,162
+6.9%
0.06%
-3.2%
Q3 2019$544,000
+33.7%
12,312
+30.8%
0.06%
+29.2%
Q2 2019$407,000
-14.9%
9,410
-16.0%
0.05%
-20.0%
Q1 2019$478,000
+16.9%
11,197
+8.2%
0.06%
+33.3%
Q4 2018$409,00010,3440.04%
Other shareholders
SPDR SER TR shareholders Q2 2019
NameSharesValueWeighting ↓
NewSquare Capital LLC 591,724$27,264,0006.49%
Prospera Financial Services Inc 437,196$20,144,0004.16%
INVESTMENT PARTNERS, LTD. 43,707$2,014,0002.01%
Steinberg Global Asset Management 174,436$8,037,0001.40%
Transamerica Financial Advisors, Inc. 290,805$13,400,0001.35%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 37,971$1,750,0000.82%
CWM, LLC 189,245$8,720,0000.64%
Regal Investment Advisors LLC 46,873$2,160,0000.59%
American Research & Management Co. 28,325$1,305,0000.50%
NEXT Financial Group, Inc 32,835$1,512,0000.48%
View complete list of SPDR SER TR shareholders