OPTIMUM INVESTMENT ADVISORS - SPDR SER TR ownership

SPDR SER TR's ticker is ROKT and the CUSIP is 78468R630. A total of 19 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
OPTIMUM INVESTMENT ADVISORS ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2023$67,073
-15.9%
1,500
-25.9%
0.03%
-17.1%
Q3 2023$79,771
-8.9%
2,025
+1.2%
0.04%
-4.7%
Q2 2023$87,517
+7.2%
2,0000.0%0.04%0.0%
Q1 2023$81,640
+3.8%
2,0000.0%0.04%0.0%
Q4 2022$78,684
-13.5%
2,000
-26.6%
0.04%
-12.2%
Q3 2022$91,000
-5.2%
2,7240.0%0.05%
+2.1%
Q2 2022$96,000
-14.3%
2,7240.0%0.05%
+2.1%
Q1 2022$112,000
-4.3%
2,724
-6.8%
0.05%
+2.2%
Q4 2021$117,000
+0.9%
2,9240.0%0.05%
-6.1%
Q3 2021$116,000
-6.5%
2,9240.0%0.05%
+25.6%
Q2 2021$124,000
-27.5%
2,924
-31.2%
0.04%
-22.0%
Q1 2021$171,000
+50.0%
4,247
+44.0%
0.05%
+42.9%
Q4 2020$114,0002,9500.04%
Other shareholders
SPDR SER TR shareholders Q3 2021
NameSharesValueWeighting ↓
OPTIMUM INVESTMENT ADVISORS 2,025$79,7710.04%
SYM FINANCIAL Corp 1,000$39,3930.01%
Realta Investment Advisors 204$8,9410.00%
GUARDIAN WEALTH ADVISORS, LLC / NC 200$7,8790.00%
Global Wealth Management Investment Advisory, Inc. 60$2,3640.00%
North Star Investment Management Corp. 355$13,9850.00%
MORGAN STANLEY 535$21,0750.00%
Choate Investment Advisors 319$12,5660.00%
Aptus Capital Advisors, LLC 200$7,8790.00%
BANK OF AMERICA CORP /DE/ 4,154$163,6390.00%
View complete list of SPDR SER TR shareholders