CONFLUENCE INVESTMENT MANAGEMENT LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTI and the CUSIP is 78464A672. A total of 145 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
CONFLUENCE INVESTMENT MANAGEMENT LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2022$6,387,000
+434.0%
227,040
+527.4%
0.11%
+494.4%
Q4 2020$1,196,000
+3.8%
36,190
+4.4%
0.02%
-5.3%
Q3 2020$1,152,000
-42.2%
34,655
+3.3%
0.02%
-47.2%
Q4 2017$1,993,000
+3.4%
33,550
+4.5%
0.04%
-2.7%
Q3 2017$1,928,000
+334.2%
32,118
+327.5%
0.04%
+48.0%
Q4 2013$444,0007,5130.02%
Other shareholders
SPDR SER TR shareholders Q3 2020
NameSharesValueWeighting ↓
First Heartland Consultants, Inc. 58,297$1,868,418,00071.20%
Wela Strategies, Inc. 752,154$24,107,00011.91%
Municipal Employees' Retirement System of Michigan 20,924,766$670,639,00010.75%
Asset Management Resources, LLC 305,034$9,776,0008.56%
Boyd Wealth Management, LLC 239,795$7,685,0005.58%
STEPHENS GROUP ASSET MANAGEMENT, LLC 1,798,487$57,642,0005.52%
O'Brien Wealth Partners LLC 508,070$15,847,0005.50%
Capasso Planning Partners LLC 230,129$7,376,0005.39%
S. R. Schill & Associates 405,954$13,011,0005.19%
Onyx Bridge Wealth Group LLC 461,522$14,709,0004.96%
View complete list of SPDR SER TR shareholders