Asset Dedication, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTI and the CUSIP is 78464A672. A total of 73 filers reported holding SPDR SER TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Asset Dedication, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2020$56,000
+7.7%
1,6880.0%0.02%
+13.3%
Q4 2019$52,000
-1.9%
1,6880.0%0.02%
-16.7%
Q3 2019$53,000
+1.9%
1,688
+100.0%
0.02%
+5.9%
Q2 2019$52,000
+5100.0%
844
+5175.0%
0.02%
Q1 2019$1,0000.0%160.0%0.00%
Q3 2018$1,000160.00%
Other shareholders
SPDR SER TR shareholders Q3 2018
NameSharesValueWeighting ↓
Wela Strategies, Inc. 597,315$18,678,00011.54%
S. R. Schill & Associates 450,455$14,086,0007.83%
Financial Enhancement Group LLC 814,644$25,474,0006.87%
Willow Creek Wealth Management Inc. 409,855$12,816,0005.94%
STEPHENS GROUP ASSET MANAGEMENT, LLC 1,250,633$39,107,0005.85%
Municipal Employees' Retirement System of Michigan 3,744,894$117,103,0004.48%
Lucia Wealth Services, LLC 126,827$3,966,0001.32%
SIGNET FINANCIAL MANAGEMENT, LLC 181,797$5,616,0001.10%
Moisand Fitzgerald Tamayo, LLC 61,884$1,935,0001.05%
Legacy Private Trust Co. 286,219$8,950,0001.00%
View complete list of SPDR SER TR shareholders