CLIFFORD SWAN INVESTMENT COUNSEL LLC - SPDR SER TR ownership

SPDR SER TR's ticker is PSK and the CUSIP is 78464A292. A total of 170 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
CLIFFORD SWAN INVESTMENT COUNSEL LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2022$206,000
-2.8%
5,9130.0%0.01%
+11.1%
Q2 2022$212,000
-8.2%
5,9130.0%0.01%0.0%
Q1 2022$231,000
-9.1%
5,9130.0%0.01%0.0%
Q4 2021$254,000
-0.8%
5,9130.0%0.01%0.0%
Q3 2021$256,000
-1.2%
5,9130.0%0.01%
-10.0%
Q2 2021$259,000
+0.8%
5,9130.0%0.01%
-9.1%
Q1 2021$257,000
-2.3%
5,9130.0%0.01%0.0%
Q4 2020$263,000
+2.3%
5,9130.0%0.01%
-8.3%
Q3 2020$257,000
+4.0%
5,9130.0%0.01%
-7.7%
Q2 2020$247,000
+6.5%
5,9130.0%0.01%
-7.1%
Q1 2020$232,000
-10.8%
5,9130.0%0.01%
+7.7%
Q4 2019$260,000
-0.4%
5,9130.0%0.01%
-7.1%
Q3 2019$261,000
+2.4%
5,9130.0%0.01%
+7.7%
Q2 2019$255,000
+1.2%
5,9130.0%0.01%
-7.1%
Q1 2019$252,000
+7.7%
5,9130.0%0.01%0.0%
Q4 2018$234,000
-6.4%
5,913
+0.8%
0.01%
+7.7%
Q3 2018$250,000
-1.2%
5,865
+0.8%
0.01%
-7.1%
Q2 2018$253,000
+0.8%
5,821
+0.8%
0.01%0.0%
Q1 2018$251,000
-0.8%
5,777
+0.5%
0.01%0.0%
Q4 2017$253,000
-0.8%
5,748
+0.8%
0.01%
-6.7%
Q3 2017$255,0000.0%5,701
+0.7%
0.02%
-6.2%
Q2 2017$255,000
+3.2%
5,660
+0.7%
0.02%0.0%
Q1 2017$247,000
+5.1%
5,620
+0.5%
0.02%0.0%
Q4 2016$235,000
-6.7%
5,593
+1.0%
0.02%
-5.9%
Q3 2016$252,0005,5370.02%
Other shareholders
SPDR SER TR shareholders Q3 2020
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