RAYMOND JAMES TRUST N.A. - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 403 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
RAYMOND JAMES TRUST N.A. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$236,661
+97693.8%
7,5250.0%0.01%0.0%
Q2 2023$242
-99.9%
7,525
+15.8%
0.01%0.0%
Q4 2021$235,000
-7.8%
6,500
-7.0%
0.01%
-22.2%
Q3 2021$255,000
-0.8%
6,9920.0%0.01%0.0%
Q2 2021$257,000
+1.6%
6,9920.0%0.01%0.0%
Q1 2021$253,000
-2.7%
6,9920.0%0.01%
-10.0%
Q4 2020$260,000
+1.2%
6,9920.0%0.01%
-9.1%
Q3 2020$257,000
-85.4%
6,992
-86.0%
0.01%
-87.9%
Q3 2019$1,760,000
+9.4%
49,891
+8.3%
0.09%
+2.2%
Q2 2019$1,609,000
+2.2%
46,057
-0.0%
0.09%
-2.2%
Q1 2019$1,574,000
+4.3%
46,073
+0.8%
0.09%
-6.2%
Q4 2018$1,509,000
-1.4%
45,694
-0.5%
0.10%
+12.8%
Q3 2018$1,530,000
-2.0%
45,939
-2.0%
0.09%
-9.5%
Q2 2018$1,561,000
+3.8%
46,882
+4.5%
0.10%
-8.7%
Q1 2018$1,504,000
+0.9%
44,850
+3.0%
0.10%
+4.0%
Q4 2017$1,491,000
+6.2%
43,564
+7.1%
0.10%0.0%
Q3 2017$1,404,000
+4.9%
40,694
+4.5%
0.10%0.0%
Q2 2017$1,339,000
+4.4%
38,926
+3.6%
0.10%
+3.1%
Q1 2017$1,282,00037,5610.10%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
GoalVest Advisory LLC 221,088$7,258,3193.19%
CGN Advisors LLC 369,673$12,136,3701.68%
ST GERMAIN D J CO INC 641,073$21,046,4271.10%
Systelligence, LLC 113,349$3,721,2481.02%
APPLETON PARTNERS INC/MA 230,020$7,5520.61%
JUNCTURE WEALTH STRATEGIES, LLC 16,865$553,6780.25%
Curbstone Financial Management Corp 12,720$417,5980.10%
Bartlett & Co. LLC 167,089$5,4910.09%
Anchor Investment Management, LLC 1,121$36,8020.00%
View complete list of SPDR SER TR shareholders