Cambridge Investment Research Advisors, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 222 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Cambridge Investment Research Advisors, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$7,242
-4.3%
276,951
+9.4%
0.03%0.0%
Q2 2023$7,568
+4.8%
253,099
+8.2%
0.03%
-2.9%
Q1 2023$7,222
+110.9%
233,878
+98.2%
0.04%
+94.4%
Q4 2022$3,425
-99.9%
117,988
-25.4%
0.02%
-30.8%
Q3 2022$4,688,000
+24.0%
158,171
+38.3%
0.03%
+30.0%
Q2 2022$3,781,000
-13.9%
114,342
-1.5%
0.02%0.0%
Q1 2022$4,392,000
+47.3%
116,133
+64.2%
0.02%
+53.8%
Q4 2021$2,981,000
+28.8%
70,731
+26.1%
0.01%
+18.2%
Q3 2021$2,315,000
-5.5%
56,074
-5.5%
0.01%
-8.3%
Q2 2021$2,450,000
+22.6%
59,317
+15.6%
0.01%
+9.1%
Q1 2021$1,999,000
-67.2%
51,291
-62.0%
0.01%
-69.4%
Q4 2020$6,090,000
+27.4%
134,938
+31.9%
0.04%
+12.5%
Q3 2020$4,780,000
+0.8%
102,273
+1.1%
0.03%
-11.1%
Q2 2020$4,744,000
+90.7%
101,132
+92.0%
0.04%
+50.0%
Q1 2020$2,488,000
-14.0%
52,677
-29.2%
0.02%
+9.1%
Q4 2019$2,894,000
+15.2%
74,441
+21.5%
0.02%0.0%
Q3 2019$2,513,000
-40.1%
61,259
-44.3%
0.02%
-43.6%
Q2 2019$4,198,000
-6.9%
110,007
-11.3%
0.04%
-9.3%
Q1 2019$4,511,000
+64.5%
123,971
+58.4%
0.04%
+43.3%
Q4 2018$2,743,000
-28.5%
78,268
-31.1%
0.03%
-18.9%
Q3 2018$3,837,000
+88.0%
113,515
+94.8%
0.04%
+68.2%
Q2 2018$2,041,000
-44.6%
58,278
-44.4%
0.02%
-46.3%
Q1 2018$3,681,000
+19.7%
104,877
+24.8%
0.04%
+13.9%
Q4 2017$3,075,000
+34.3%
84,039
+164.2%
0.04%
+16.1%
Q3 2017$2,290,000
+8.5%
31,812
+8.7%
0.03%0.0%
Q2 2017$2,110,000
+132.4%
29,264
+124.7%
0.03%
+93.8%
Q1 2017$908,000
+86.4%
13,024
+84.4%
0.02%
+77.8%
Q4 2016$487,000
-27.0%
7,064
-16.3%
0.01%
-25.0%
Q3 2016$667,000
+0.3%
8,437
+1.2%
0.01%
-14.3%
Q2 2016$665,000
-2.5%
8,334
-7.9%
0.01%
-6.7%
Q1 2016$682,000
+14.4%
9,044
+6.1%
0.02%
+7.1%
Q4 2015$596,000
+41.9%
8,524
+45.1%
0.01%
+16.7%
Q3 2015$420,0005,8730.01%
Other shareholders
SPDR SER TR shareholders Q4 2020
NameSharesValueWeighting ↓
AllGen Financial Advisors, Inc. 793,443$20,748,52514.76%
Nan Shan Life Insurance Co., Ltd. 10,956,900$286,522,9357.82%
Donoghue Forlines LLC 797,025$20,842,2047.42%
O'Brien Wealth Partners LLC 893,258$23,358,6946.70%
Goodman Advisory Group, LLC 563,876$14,745,3755.51%
Buttonwood Financial Group, LLC 266,454$6,589,3764.81%
PEAK FINANCIAL ADVISORS LLC 169,530$4,433,2164.79%
Strategic Wealth Investment Group, LLC 919,357$24,041,1954.36%
Snider Financial Group 248,124$6,488,4403.14%
Robinson Value Management, Ltd. 156,624$4,095,7183.05%
View complete list of SPDR SER TR shareholders