WestEnd Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 288 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
WestEnd Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2019$3,955,000
+0.1%
1120.0%0.00%
Q3 2019$3,951,000
+1.0%
1120.0%0.00%
Q2 2019$3,912,000
+54.7%
112
+51.4%
0.00%
Q1 2019$2,528,000
+3.4%
740.0%0.00%
Q4 2018$2,444,000
-0.8%
740.0%0.00%
Q3 2018$2,464,000
+0.0%
740.0%0.00%
Q2 2018$2,463,000
-12.3%
74
-11.9%
0.00%
Q4 2015$2,808,000
-1.5%
840.0%0.00%
Q3 2015$2,852,000840.00%
Other shareholders
SPDR SER TR shareholders Q3 2019
NameSharesValueWeighting ↓
INTEGRATED CAPITAL MANAGEMENT, INC. 617,653$20,407,00019.12%
Great Point Wealth Advisors, LLC 417,669$13,799,00013.05%
PARK AVENUE SECURITIES LLC 1,517,110$50,398,0007.73%
DeGreen Capital Management LLC 424,098$140,122,0007.67%
TPG Financial Advisors, LLC 194,565$6,428,0006.98%
ALLIANZ INVESTMENT MANAGEMENT LLC 2,000,000$66,080,0006.70%
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 1,175,935$38,853,0006.43%
WRAPMANAGER INC 498,613$16,474,0005.84%
Occidental Asset Management, LLC 255,770$8,451,0004.78%
Willow Creek Wealth Management Inc. 222,318$7,345,0003.90%
View complete list of SPDR SER TR shareholders