Asset Dedication, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 54 filers reported holding SPDR SER TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Asset Dedication, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$13
-7.1%
1350.0%0.00%0.0%
Q2 2023$140.0%1350.0%0.00%0.0%
Q1 2023$14
-6.7%
1350.0%0.00%
-50.0%
Q4 2022$15
-99.9%
1350.0%0.00%
+100.0%
Q3 2022$13,000
-7.1%
1350.0%0.00%
-50.0%
Q2 2022$14,000
-6.7%
1350.0%0.00%0.0%
Q1 2022$15,000
-11.8%
1350.0%0.00%0.0%
Q4 2021$17,000
+13.3%
1350.0%0.00%0.0%
Q3 2021$15,0000.0%1350.0%0.00%0.0%
Q2 2021$15,0000.0%1350.0%0.00%
-33.3%
Q1 2021$15,000
+15.4%
1350.0%0.00%0.0%
Q4 2020$13,000
+30.0%
1350.0%0.00%
+50.0%
Q3 2020$10,0000.0%1350.0%0.00%
-33.3%
Q2 2020$10,000
+11.1%
1350.0%0.00%0.0%
Q1 2020$9,000
-35.7%
1350.0%0.00%
-25.0%
Q4 2019$14,000
+7.7%
1350.0%0.00%0.0%
Q3 2019$13,000
+8.3%
1350.0%0.00%0.0%
Q2 2019$12,000
+71.4%
135
+68.8%
0.00%
+100.0%
Q1 2019$7,0000.0%800.0%0.00%
-33.3%
Q4 2018$7,000
-36.4%
80
-27.9%
0.00%
-25.0%
Q3 2018$11,000
+37.5%
111
+38.8%
0.00%
+33.3%
Q2 2018$8,000800.00%
Other shareholders
SPDR SER TR shareholders Q3 2018
NameSharesValueWeighting ↓
APPLETON PARTNERS INC/MA 47,647$4,362,0000.80%
IMS Capital Management 5,804$531,0000.53%
First Capital Advisors Group, LLC. 5,676$520,0000.39%
REILLY FINANCIAL ADVISORS, LLC 12,937$1,184,0000.19%
Sigma Planning Corp 20,484$1,875,0000.18%
Capital Analysts, LLC 10,686$978,364,0000.15%
Vantage Investment Advisors, LLC 4,969$455,0000.15%
VALLEY NATIONAL ADVISERS INC 3,278$300,0000.11%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 108,087$9,895,0000.09%
First Heartland Consultants, Inc. 3,561$326,0000.09%
View complete list of SPDR SER TR shareholders