OPTIMUM INVESTMENT ADVISORS - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 434 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
OPTIMUM INVESTMENT ADVISORS ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2023$98,274
-33.0%
3,300
-34.0%
0.05%
-34.7%
Q3 2023$146,600
-0.4%
5,0000.0%0.08%
+4.2%
Q2 2023$147,200
-26.0%
5,000
-25.5%
0.07%
-30.8%
Q1 2023$198,843
-45.0%
6,711
-45.4%
0.10%
-46.9%
Q4 2022$361,374
-11.2%
12,300
-11.7%
0.20%
-10.5%
Q3 2022$407,000
-1.7%
13,9250.0%0.22%
+5.8%
Q2 2022$414,000
+29.4%
13,925
+31.1%
0.21%
+53.3%
Q1 2022$320,000
-5.6%
10,625
-2.8%
0.14%
+2.3%
Q4 2021$339,000
-0.9%
10,9330.0%0.13%
-8.3%
Q3 2021$342,000
-54.2%
10,933
-54.1%
0.14%
-38.2%
Q2 2021$746,000
-35.2%
23,825
-35.2%
0.23%
-30.9%
Q1 2021$1,152,000
-2.1%
36,795
-1.9%
0.34%
-5.6%
Q4 2020$1,177,000
+8.7%
37,495
+8.6%
0.36%
-1.7%
Q3 2020$1,083,000
+4.6%
34,525
+4.5%
0.36%
+0.8%
Q2 2020$1,035,000
+22.9%
33,025
+18.6%
0.36%
+4.3%
Q1 2020$842,000
-6.9%
27,850
-4.9%
0.34%
+28.7%
Q4 2019$904,000
+45.1%
29,300
+45.0%
0.27%
+36.0%
Q3 2019$623,000
+3361.1%
20,200
+3266.7%
0.20%
+3840.0%
Q3 2018$18,0000.0%6000.0%0.01%0.0%
Q2 2018$18,0000.0%6000.0%0.01%0.0%
Q1 2018$18,000
-74.6%
600
-73.9%
0.01%
-77.3%
Q1 2015$71,000
+36.5%
2,300
+35.3%
0.02%
+29.4%
Q4 2014$52,000
-7.1%
1,700
-6.8%
0.02%
-10.5%
Q3 2014$56,000
-6.7%
1,824
-6.5%
0.02%0.0%
Q2 2014$60,0000.0%1,9500.0%0.02%
-17.4%
Q1 2014$60,0000.0%1,9500.0%0.02%0.0%
Q4 2013$60,0000.0%1,9500.0%0.02%
-8.0%
Q3 2013$60,0001,9500.02%
Other shareholders
SPDR SER TR shareholders Q3 2021
NameSharesValueWeighting ↓
Walker Financial Services, Inc. 833,827$24,447,79823.76%
Advocacy Wealth Management Services, LLC 3,559,995$104,379,05611.61%
Flagstone Financial Management 815,069$23,897,79410.93%
Coulter & Justus Financial Services, LLC 465,568$13,650,4519.93%
Obsidian Personal Planning Solutions LLC 393,722$11,543,9309.86%
CAPITAL WEALTH MANAGEMENT, LLC 584,486$17,137,1309.40%
Concord Wealth Partners 1,105,607$32,416,3926.89%
Litman Gregory Wealth Management LLC 2,109,966$61,864,1996.38%
Rodgers & Associates, LTD 1,390,202$40,760,7256.16%
Cedar Mountain Advisors, LLC 699,699$20,515,1696.05%
View complete list of SPDR SER TR shareholders