Sigma Planning Corp - SPDR SER TR ownership

SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 80 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Sigma Planning Corp ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2021$550,000
-3.2%
4,939
-16.8%
0.02%
-5.3%
Q4 2020$568,000
-14.7%
5,937
-32.5%
0.02%
-26.9%
Q3 2020$666,000
-68.1%
8,790
-67.9%
0.03%
-71.7%
Q2 2020$2,090,000
+27.6%
27,383
+10.5%
0.09%
-5.2%
Q1 2020$1,638,000
-33.1%
24,788
+1.3%
0.10%
-5.8%
Q4 2019$2,448,000
+3.2%
24,460
-2.0%
0.10%
-9.6%
Q3 2019$2,373,000
+2.9%
24,961
+0.7%
0.11%
-4.2%
Q2 2019$2,306,000
-9.0%
24,789
-10.5%
0.12%
-17.4%
Q1 2019$2,534,000
+31.7%
27,699
+19.3%
0.14%
+2.9%
Q4 2018$1,924,000
-17.1%
23,214
-3.1%
0.14%
+2.2%
Q3 2018$2,322,000
+4.4%
23,948
+2.6%
0.14%
-8.1%
Q2 2018$2,224,000
+9.9%
23,349
+2.4%
0.15%
+0.7%
Q1 2018$2,024,000
+2.2%
22,806
+5.2%
0.15%
-3.3%
Q4 2017$1,980,000
+0.1%
21,679
+5.0%
0.15%
-6.1%
Q3 2017$1,978,000
+3.7%
20,646
-0.1%
0.16%
-8.9%
Q2 2017$1,908,000
+1.8%
20,667
+0.9%
0.18%
-1.6%
Q1 2017$1,875,000
-3.5%
20,484
-1.5%
0.18%
-14.2%
Q4 2016$1,942,000
+15.0%
20,787
+0.9%
0.21%
+6.0%
Q3 2016$1,689,00020,6040.20%
Other shareholders
SPDR SER TR shareholders Q4 2020
NameSharesValueWeighting ↓
McNaughton Wealth Management, LLC 65,366$7,462,0004.86%
IAG Wealth Partners, LLC 24,324$2,777,0000.87%
PACIFIC SUN FINANCIAL CORP 8,756$1,000,0000.55%
COWA, LLC 8,380$957,0000.48%
DOHJ, LLC 7,973$910,0000.44%
Aspire Wealth Management Corp 4,818$550,0000.44%
AdvisorNet Financial, Inc 54,477$6,219,0000.39%
Marshall Financial Group LLC 7,683$877,0000.36%
Insight Advisors, LLC/ PA 8,902$1,016,0000.30%
Bickling Financial Services, Inc. 4,570$522,0000.27%
View complete list of SPDR SER TR shareholders