ProVise Management Group, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 28 filers reported holding SPDR SER TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
ProVise Management Group, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2014$474,000
+13.7%
7,012
+11.6%
0.10%
+14.4%
Q2 2014$417,000
+5.8%
6,285
+2.3%
0.09%
-22.4%
Q2 2013$394,0006,1450.12%
Other shareholders
SPDR SER TR shareholders Q4 2014
NameSharesValueWeighting ↓
Peak Capital Management LLC 337,036$15,922,00017.03%
Wealthsimple US, Ltd. 252,172$11,913,00010.46%
WBI INVESTMENTS, LLC 1,098,659$51,900,0009.81%
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 1,965,000$92,826,0006.33%
Strategic Wealth Investment Group, LLC 71,276$3,367,0005.49%
NewSquare Capital LLC 501,374$23,685,0004.38%
S. R. Schill & Associates 123,103$5,815,0003.90%
Genesee Capital Advisors, LLC 77,901$3,680,0003.52%
Silicon Hills Wealth Management, LLC 53,822$2,543,0003.36%
Krilogy Financial LLC 366,732$17,324,0003.29%
View complete list of SPDR SER TR shareholders