Asset Dedication, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 286 filers reported holding SPDR SER TR in Q3 2018. 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
Q4 2023$190
+1.6%
6,3710.0%0.02%
-6.2%
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 Q3 2018
NameSharesValueWeighting ↓
Hirtle Callaghan & Co LLC 6,368,526$199,334,00011.65%
IRON Financial LLC 735,567$23,023,00010.77%
Cedar Mountain Advisors, LLC 808,487$25,306,0008.36%
TPG Financial Advisors, LLC 375,441$11,751,0008.25%
Sunflower Bank, N.A. 1,534,345$48,025,0007.38%
Great Point Wealth Advisors, LLC 638,180$19,975,0006.97%
MTC Wealth Management LLC 253,783$7,943,387,0006.84%
Rodgers & Associates, LTD 1,300,058$40,692,0006.54%
Buckingham Capital Management, Inc. 1,279,049$40,034,0006.47%
Baystate Wealth Management LLC 2,074,540$64,933,0006.42%
View complete list of SPDR SER TR shareholders