Eagle Ridge Investment Management - SPDR SER TR ownership

SPDR SER TR's ticker is SPLB and the CUSIP is 78464A367. A total of 36 filers reported holding SPDR SER TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Eagle Ridge Investment Management ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2018$254,000
-69.2%
9,717
-67.9%
0.04%
-70.1%
Q1 2018$825,000
-7.6%
30,246
-3.1%
0.13%
-8.0%
Q4 2017$893,000
+72.1%
31,222
+153.4%
0.14%
+60.5%
Q3 2017$519,000
+6.1%
12,323
+4.9%
0.09%
-7.5%
Q2 2017$489,000
+6.1%
11,748
+2.3%
0.09%
+3.3%
Q1 2017$461,000
+31.7%
11,485
+30.7%
0.09%
+23.3%
Q4 2016$350,000
+24.6%
8,786
+34.1%
0.07%
+17.7%
Q3 2016$281,000
+20.6%
6,550
+18.4%
0.06%
+17.0%
Q2 2016$233,0005,5300.05%
Other shareholders
SPDR SER TR shareholders Q3 2016
NameSharesValueWeighting ↓
Twelve Points Wealth Management LLC 202,711$4,550,8583.10%
NYL Investors LLC 1,859,250$41,740,1643.00%
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 116,318$2,611,3252.81%
Collaborative Wealth Managment Inc. 84,090$1,887,8171.24%
METROPOLITAN LIFE INSURANCE CO/NY 1,000,000$22,450,0001.00%
Gradient Investments LLC 1,409,396$31,640,9411.00%
FINANCIAL LIFE ADVISORS 88,494$1,986,6900.92%
Elevated Capital Advisors, LLC 106,534$2,391,6900.91%
COMPASS FINANCIAL ADVISORS LLC 16,301$365,9570.49%
Arete Wealth Advisors, LLC 116,641$5,246,496,1800.46%
View complete list of SPDR SER TR shareholders