ENVESTNET ASSET MANAGEMENT INC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 393 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 3.45 and the average weighting 1.0%.

Quarter-by-quarter ownership
ENVESTNET ASSET MANAGEMENT INC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$59,694,987
-15.2%
1,137,264
-12.1%
0.03%
-12.9%
Q2 2023$70,397,109
-1.4%
1,293,114
-8.6%
0.03%
-8.8%
Q1 2023$71,367,301
+24.9%
1,415,176
+17.1%
0.03%
+13.3%
Q4 2022$57,135,199
-13.5%
1,208,188
-19.3%
0.03%
-21.1%
Q3 2022$66,049,000
-1.6%
1,497,375
+3.7%
0.04%0.0%
Q2 2022$67,127,000
-24.8%
1,444,202
-10.1%
0.04%
-15.6%
Q1 2022$89,244,000
-2.1%
1,605,681
+3.0%
0.04%0.0%
Q4 2021$91,160,000
+24.2%
1,559,626
+12.6%
0.04%
+12.5%
Q3 2021$73,389,000
+1.4%
1,384,968
+1.4%
0.04%
-2.4%
Q2 2021$72,376,000
+17.1%
1,366,357
+8.7%
0.04%
+2.5%
Q1 2021$61,828,000
+50.7%
1,256,927
+41.2%
0.04%
+29.0%
Q4 2020$41,033,000
+233.1%
890,283
+195.5%
0.03%
+181.8%
Q3 2020$12,318,000
+1.9%
301,256
-5.8%
0.01%
-8.3%
Q2 2020$12,084,000
+22.7%
319,893
+2.1%
0.01%0.0%
Q1 2020$9,852,000
-26.3%
313,267
-6.6%
0.01%
-14.3%
Q4 2019$13,366,000
+24.7%
335,335
+14.9%
0.01%
+16.7%
Q3 2019$10,719,000
+169.8%
291,754
+167.8%
0.01%
+140.0%
Q2 2019$3,973,000
+152.4%
108,957
+143.5%
0.01%
+150.0%
Q1 2019$1,574,000
+235.6%
44,741
+194.6%
0.00%
+100.0%
Q4 2018$469,00015,1860.00%
Other shareholders
SPDR SER TR shareholders Q3 2021
NameSharesValueWeighting ↓
Professional Financial Advisors, LLC 1,247,911$65,502,85129.64%
Weitzel Financial Services, Inc. 701,237$36,431,73021.28%
Royal Harbor Partners, LLC 669,300$35,131,55718.29%
Asset Management Resources, LLC 544,354$28,573,16517.74%
Financial Strategies Group, Inc. 906,044$48,446,19615.28%
Rinkey Investments 635,106$33,336,71415.27%
Treasure Coast Financial Planning 398,340$20,908,87114.52%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 760,206$39,903,20713.55%
Wall Capital Group, Inc. 164,930$8,761,10412.45%
Shepherd Financial Partners LLC 1,477,104$77,533,29112.16%
View complete list of SPDR SER TR shareholders