B. Riley Wealth Advisors, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is PSK and the CUSIP is 78464A292. A total of 196 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
B. Riley Wealth Advisors, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$524,811
-68.7%
16,168
-67.7%
0.01%
-63.2%
Q2 2023$1,675,672
-10.2%
50,065
-8.8%
0.04%
-24.0%
Q1 2023$1,865,036
+0.9%
54,919
-2.5%
0.05%
-3.8%
Q4 2022$1,848,272
+35.5%
56,315
+43.9%
0.05%
+26.8%
Q3 2022$1,364,000
+29.5%
39,126
+33.4%
0.04%
-6.8%
Q2 2022$1,053,000
+134.5%
29,331
+155.0%
0.04%
+193.3%
Q1 2022$449,000
+9.5%
11,502
+20.5%
0.02%
+25.0%
Q4 2021$410,000
-7.2%
9,546
-6.1%
0.01%
-14.3%
Q3 2021$442,000
-11.8%
10,165
-10.2%
0.01%
-12.5%
Q2 2021$501,000
+4.2%
11,318
+2.4%
0.02%
-5.9%
Q1 2021$481,000
+12.4%
11,053
+14.9%
0.02%
-26.1%
Q4 2020$428,000
-45.1%
9,616
-47.4%
0.02%
-45.2%
Q3 2020$780,000
+112.5%
18,277
+108.7%
0.04%
+68.0%
Q2 2020$367,000
+9075.0%
8,759
+8659.0%
0.02%
Q4 2014$4,000
-99.9%
1000.0%0.00%
-100.0%
Q2 2014$4,365,0001000.00%
Other shareholders
SPDR SER TR shareholders Q4 2022
NameSharesValueWeighting ↓
USA FINANCIAL FORMULAS 383,147$17,121,0006.92%
Steinberg Global Asset Management 175,304$7,833,0001.53%
USCA RIA LLC 123,407$5,514,0001.19%
Crosspoint Capital Strategies, LLC 92,732$4,060,0001.07%
American Research & Management Co. 35,325$1,578,0000.67%
INVESTMENT PARTNERS, LTD. 11,695$523,0000.63%
Regal Investment Advisors LLC 49,447$2,209,0000.57%
NEXT Financial Group, Inc 27,908$1,247,0000.46%
Windsor Capital Management, LLC 14,566$650,0000.40%
OPTIMUM INVESTMENT ADVISORS 18,495$826,0000.32%
View complete list of SPDR SER TR shareholders