Eagle Ridge Investment Management - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 111 filers reported holding SPDR SER TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Eagle Ridge Investment Management ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$28,311,416
+7989.0%
900,204
+8691.9%
3.09%
+5951.0%
Q1 2019$350,000
-97.2%
10,239
-97.3%
0.05%
-97.6%
Q4 2018$12,372,000
-33.4%
374,465
-32.9%
2.10%
-21.6%
Q3 2018$18,588,000
+1.1%
558,205
+1.1%
2.68%
-3.5%
Q2 2018$18,387,000
+2.6%
552,323
+3.4%
2.77%
+0.3%
Q1 2018$17,921,000
+3.7%
534,313
+5.8%
2.77%
+3.6%
Q4 2017$17,287,000
+7.2%
505,173
+8.1%
2.67%
-0.0%
Q3 2017$16,123,000
+2.6%
467,195
+2.3%
2.67%
-10.5%
Q2 2017$15,709,000
+4.2%
456,526
+3.3%
2.98%
+1.0%
Q1 2017$15,083,000
+11.7%
441,932
+11.0%
2.95%
+5.3%
Q4 2016$13,505,000
+1100.4%
398,255
+1136.0%
2.80%
+1022.0%
Q3 2016$1,125,000
+26.5%
32,221
+26.5%
0.25%
+22.5%
Q2 2016$889,00025,4710.20%
Other shareholders
SPDR SER TR shareholders Q3 2016
NameSharesValueWeighting ↓
GoalVest Advisory LLC 221,088$7,258,3193.19%
CGN Advisors LLC 369,673$12,136,3701.68%
ST GERMAIN D J CO INC 641,073$21,046,4271.10%
Systelligence, LLC 113,349$3,721,2481.02%
APPLETON PARTNERS INC/MA 230,020$7,5520.61%
JUNCTURE WEALTH STRATEGIES, LLC 16,865$553,6780.25%
Curbstone Financial Management Corp 12,720$417,5980.10%
Bartlett & Co. LLC 167,089$5,4910.09%
Anchor Investment Management, LLC 1,121$36,8020.00%
View complete list of SPDR SER TR shareholders