UNITED CAPITAL FINANCIAL ADVISORS, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 422 filers reported holding SPDR SER TR in Q4 2020. 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$1,214,640
+154.1%
41,427
+157.4%
0.01%
+166.7%
Q2 2022$478,000
+16.6%
16,093
+18.3%
0.00%
+50.0%
Q1 2022$410,000
-65.0%
13,599
-64.1%
0.00%
-60.0%
Q4 2021$1,173,000
+2.4%
37,869
+3.3%
0.01%
-16.7%
Q3 2021$1,146,000
-4.1%
36,666
-3.9%
0.01%0.0%
Q2 2021$1,195,000
-10.9%
38,166
-10.9%
0.01%
-14.3%
Q1 2021$1,341,000
+0.4%
42,834
+0.7%
0.01%
-12.5%
Q4 2020$1,336,000
-8.4%
42,549
-8.5%
0.01%
-20.0%
Q3 2020$1,459,000
+34.1%
46,498
+34.0%
0.01%
+25.0%
Q2 2020$1,088,000
+8.6%
34,704
+4.8%
0.01%0.0%
Q1 2020$1,002,000
-16.1%
33,113
-14.5%
0.01%0.0%
Q4 2019$1,194,000
+11.9%
38,719
+11.9%
0.01%
+14.3%
Q3 2019$1,067,000
+8.7%
34,591
+8.4%
0.01%
+16.7%
Q2 2019$982,000
-7.4%
31,910
-8.1%
0.01%
-14.3%
Q1 2019$1,060,000
-0.1%
34,711
-1.4%
0.01%
-12.5%
Q4 2018$1,061,000
+63.0%
35,202
+63.2%
0.01%
+60.0%
Q3 2018$651,000
+0.6%
21,564
+0.6%
0.01%0.0%
Q2 2018$647,000
-7.0%
21,437
-7.0%
0.01%0.0%
Q1 2018$696,000
-10.4%
23,042
-9.8%
0.01%
-16.7%
Q4 2017$777,000
-19.4%
25,541
-18.8%
0.01%
-25.0%
Q3 2017$964,000
-14.8%
31,441
-14.9%
0.01%
-20.0%
Q2 2017$1,132,000
-74.6%
36,956
-74.6%
0.01%
-75.6%
Q1 2017$4,453,000
-69.1%
145,467
-69.2%
0.04%
-70.7%
Q4 2016$14,408,000
-21.6%
471,931
-21.0%
0.14%
-21.3%
Q3 2016$18,381,000
-3.3%
597,368
-2.6%
0.18%
-8.2%
Q2 2016$19,009,000613,2030.19%
Other shareholders
SPDR SER TR shareholders Q4 2020
NameSharesValueWeighting ↓
Walker Financial Services, Inc. 683,647$20,256,47120.88%
Signify Wealth 505,474$14,850,82613.00%
Advocacy Wealth Management Services, LLC 3,011,250$88,470,53211.69%
Coulter & Justus Financial Services, LLC 569,554$16,733,49811.37%
Astor Investment Management LLC 1,187,624$34,892,39710.67%
Sunflower Bank, N.A. 1,576,560$46,31910.08%
Flagstone Financial Management 536,776$15,770,4839.60%
PECAUT & CO. 616,555$18,114,3868.60%
Litman Gregory Wealth Management LLC 2,074,023$60,934,7938.51%
IRON Financial LLC 497,405$14,613,7608.39%
View complete list of SPDR SER TR shareholders