UNITED CAPITAL FINANCIAL ADVISORS, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTS and the CUSIP is 78468R101. A total of 287 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2022$246,461
-17.3%
8,531
-17.4%
0.00%
-50.0%
Q3 2022$298,000
+28.4%
10,325
+35.7%
0.00%
+100.0%
Q4 2021$232,000
+11.0%
7,608
+11.3%
0.00%0.0%
Q3 2021$209,000
-27.9%
6,837
-27.7%
0.00%0.0%
Q2 2021$290,000
+38.1%
9,452
+38.2%
0.00%0.0%
Q1 2021$210,0000.0%6,8370.0%0.00%0.0%
Q4 2020$210,0000.0%6,8370.0%0.00%0.0%
Q3 2020$210,0000.0%6,8370.0%0.00%
-50.0%
Q2 2020$210,0000.0%6,8370.0%0.00%0.0%
Q1 2020$210,0006,8370.00%
Other shareholders
SPDR SER TR shareholders Q3 2022
NameSharesValueWeighting ↓
M. Kulyk & Associates, LLC 1,687,803$51,748,00019.32%
Municipal Employees' Retirement System of Michigan 25,603,639$785,008,00013.16%
Private Wealth Group, LLC 572,369$17,549,00012.53%
Nelson Capital Management, LLC 1,466,605$44,966,0009.62%
Better Money Decisions, LLC 282,543$8,663,0008.94%
Tempus Wealth Planning, LLC 234,180$7,180,0007.60%
Spectrum Planning & Advisory Services Inc. 220,952$6,774,0006.96%
Mach-1 Financial Group, LLC 266,753$8,178,0006.65%
Aries Wealth Management 476,110$14,598,0006.56%
LifeSteps Financial, Inc. 246,446$7,556,0006.31%
View complete list of SPDR SER TR shareholders