Evensky & Katz 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
Evensky & Katz LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2020$359,000
+17.3%
9,837
+9.4%
0.05%
+8.3%
Q1 2020$306,000
+19.1%
8,994
+23.1%
0.05%
+33.3%
Q4 2019$257,000
+27.9%
7,304
+27.9%
0.04%
+33.3%
Q3 2019$201,000
+219.0%
5,711
+217.8%
0.03%
+200.0%
Q2 2019$63,000
-95.0%
1,797
-95.2%
0.01%
-89.5%
Q1 2019$1,268,000
+181.8%
37,136
+172.6%
0.09%
+14.7%
Q4 2018$450,000
-17.7%
13,621
-17.2%
0.08%
-7.4%
Q3 2018$547,000
+84.2%
16,443
+83.7%
0.08%
+55.8%
Q2 2018$297,000
-82.2%
8,949
-82.0%
0.05%
-81.9%
Q1 2018$1,667,00049,7210.29%
Other shareholders
SPDR SER TR shareholders Q3 2019
NameSharesValueWeighting ↓
NOTTINGHAM ADVISORS, INC. 55,726$715,536,00043.48%
INTEGRATED CAPITAL MANAGEMENT, INC. 653,081$23,857,00021.55%
MainStreet Investment Advisors LLC 3,677,353$134,334,0009.19%
Occidental Asset Management, LLC 522,790$19,098,0008.44%
TRUEFG, LLC 261,765$9,562,0007.22%
Adams Wealth Management 188,163$6,874,0007.03%
Leicht Financial Planning & Wealth Management, Inc. 235,183$8,591,0006.82%
ERTS Wealth Advisors, LLC 459,526$16,786,0006.78%
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 1,053,610$38,488,0006.28%
Focused Wealth Management, Inc 734,818$26,843,0006.22%
View complete list of SPDR SER TR shareholders