UNITED CAPITAL FINANCIAL ADVISORS, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is ONEY and the CUSIP is 78468R770. A total of 17 filers reported holding SPDR SER TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2022$202,673
-7.5%
2,1630.0%0.00%0.0%
Q1 2022$219,000
+0.9%
2,1630.0%0.00%0.0%
Q4 2021$217,000
+7.4%
2,1630.0%0.00%0.0%
Q3 2021$202,000
-1.5%
2,1630.0%0.00%0.0%
Q2 2021$205,000
+0.5%
2,163
-48.9%
0.00%
-50.0%
Q1 2020$204,000
-50.1%
4,235
-21.2%
0.00%
-33.3%
Q4 2019$409,000
+7.6%
5,3710.0%0.00%0.0%
Q3 2019$380,000
+0.3%
5,3710.0%0.00%
+50.0%
Q2 2019$379,000
-0.5%
5,371
-2.2%
0.00%
-33.3%
Q1 2019$381,000
-8.2%
5,494
-18.1%
0.00%0.0%
Q4 2018$415,000
-48.4%
6,709
-39.4%
0.00%
-50.0%
Q3 2018$805,000
+1.0%
11,076
-1.5%
0.01%0.0%
Q2 2018$797,000
-2.4%
11,244
-6.8%
0.01%0.0%
Q1 2018$817,000
-8.4%
12,065
-5.2%
0.01%
-14.3%
Q4 2017$892,000
-9.6%
12,729
-8.9%
0.01%
-12.5%
Q3 2017$987,000
+3.1%
13,974
+1.8%
0.01%
-11.1%
Q2 2017$957,000
-11.6%
13,725
-11.2%
0.01%
-10.0%
Q1 2017$1,082,000
+1.4%
15,459
-2.4%
0.01%0.0%
Q4 2016$1,067,000
-10.3%
15,834
-12.8%
0.01%
-16.7%
Q3 2016$1,190,000
+19.5%
18,168
+9.4%
0.01%
+20.0%
Q2 2016$996,000
+6.5%
16,608
+10.9%
0.01%0.0%
Q1 2016$935,00014,9780.01%
Other shareholders
SPDR SER TR shareholders Q2 2019
NameSharesValueWeighting ↓
Alaska Permanent Fund Corp 3,312,764$362,982,2025.38%
Arden Trust Co 133,021$13,799,4681.93%
Collaborative Wealth Managment Inc. 21,552$2,235,7811.09%
Family Investment Center, Inc. 35,262$3,658,0131.09%
FMA Wealth Management, LLC 12,288$1,274,7511.03%
Aspire Wealth Management Corp 13,461$1,396,4060.80%
Crumly & Associates Inc. 15,560$1,614,1250.46%
LOCKERMAN FINANCIAL GROUP, INC. 1,951$202,3490.37%
Horizon Wealth Management, LLC 11,195$1,161,3540.28%
Indie Asset Partners, LLC 3,316$344,0470.27%
View complete list of SPDR SER TR shareholders