Asset Dedication, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 203 filers reported holding SPDR SER TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Asset Dedication, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$187
-0.5%
6,3710.0%0.02%0.0%
Q2 2023$188
-0.5%
6,3710.0%0.02%
-11.1%
Q1 2023$189
+1.1%
6,3710.0%0.02%
-5.3%
Q4 2022$187
-99.9%
6,3710.0%0.02%
-5.0%
Q3 2022$186,000
-1.6%
6,3710.0%0.02%
-28.6%
Q2 2022$189,000
-1.6%
6,3710.0%0.03%
+33.3%
Q1 2022$192,000
-2.5%
6,3710.0%0.02%
-12.5%
Q4 2021$197,000
-1.0%
6,3710.0%0.02%
-7.7%
Q3 2021$199,0000.0%6,3710.0%0.03%
-13.3%
Q2 2021$199,000
-0.5%
6,3710.0%0.03%
-25.0%
Q4 2020$200,0000.0%6,3710.0%0.04%
-9.1%
Q3 2020$200,000
+3900.0%
6,371
+3325.3%
0.04%
+2100.0%
Q1 2019$5,000
+400.0%
186
+365.0%
0.00%
Q3 2018$1,000
-93.8%
40
-92.4%
0.00%
-100.0%
Q1 2017$16,000
+128.6%
525
+143.1%
0.01%
+80.0%
Q4 2015$7,0002160.01%
Other shareholders
SPDR SER TR shareholders Q1 2017
NameSharesValueWeighting ↓
3D ASSET MANAGEMENT, INC 643,258$19,742,0006.01%
Antonetti Capital Management LLC 152,973$4,695,0004.26%
Long Wharf Investors, Inc. 108,857$3,341,0003.02%
Quantitative Advantage, LLC 392,457$12,045,0002.84%
Windhaven Investment Management, Inc. 32,655,296$444,999,0002.71%
FCA CORP /TX 117,131$3,603,0002.08%
Valmark Advisers, Inc. 2,334,482$71,645,0001.97%
TD Ameritrade Trust Co 140,649$4,314,0001.31%
PacWest Financial Management Inc 135,556$4,160,0001.25%
HHG & Company, LLC 99,931$3,067,0001.14%
View complete list of SPDR SER TR shareholders