UNITED CAPITAL FINANCIAL ADVISORS, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 274 filers reported holding SPDR SER TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$224,586
-1.4%
7,141
+0.7%
0.00%0.0%
Q2 2023$227,757
-34.0%
7,093
-33.2%
0.00%
-50.0%
Q1 2023$344,915
-12.6%
10,616
-14.4%
0.00%0.0%
Q4 2022$394,566
-11.5%
12,396
-13.0%
0.00%
-33.3%
Q3 2022$446,000
-49.3%
14,246
-47.1%
0.00%
-40.0%
Q2 2022$879,000
+154.0%
26,933
+165.8%
0.01%
+150.0%
Q1 2022$346,000
-16.0%
10,131
-11.0%
0.00%0.0%
Q4 2021$412,000
-30.4%
11,384
-29.8%
0.00%
-33.3%
Q3 2021$592,000
+13.6%
16,213
+14.2%
0.00%0.0%
Q2 2021$521,000
+9.9%
14,192
+8.4%
0.00%0.0%
Q1 2021$474,000
-42.9%
13,087
-41.4%
0.00%
-40.0%
Q4 2020$830,000
+59.6%
22,331
+57.9%
0.01%
+66.7%
Q3 2020$520,000
+39.8%
14,139
+38.8%
0.00%0.0%
Q2 2020$372,000
-20.9%
10,186
-26.2%
0.00%
-25.0%
Q1 2020$470,000
-92.7%
13,805
-92.4%
0.00%
-90.2%
Q4 2019$6,421,000
-0.9%
181,834
-1.0%
0.04%
-8.9%
Q3 2019$6,482,000
-14.1%
183,742
-15.0%
0.04%
-8.2%
Q2 2019$7,550,000
-0.2%
216,142
-2.4%
0.05%
-7.5%
Q1 2019$7,564,000
-7.3%
221,368
-10.4%
0.05%
-18.5%
Q4 2018$8,160,000
+465.9%
246,987
+470.4%
0.06%
+550.0%
Q3 2018$1,442,000
+105.1%
43,302
+108.8%
0.01%
+42.9%
Q4 2016$703,00020,7420.01%
Other shareholders
SPDR SER TR shareholders Q2 2019
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 1,723,588$58,981,0009.17%
MISSION WEALTH MANAGEMENT, LP 1,312,731$44,921,0007.69%
Wealth Alliance Advisory Group, LLC 184,550$6,315,0005.67%
Eagle Ridge Investment Management 505,173$17,287,0002.67%
Jackson Wealth Management, LLC 265,506$9,064,0002.30%
Charles Schwab Investment Advisory, Inc. 18,688,939$639,535,0002.30%
Wellesley Investment Partners, LLC 352,084$12,048,0002.28%
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 5,783,330$197,906,0002.26%
Braun-Bostich & Associates Inc. 74,822$2,560,0002.17%
Probity Advisors, Inc. 168,609$5,769,0002.02%
View complete list of SPDR SER TR shareholders