Westover Capital Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 155 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Westover Capital Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$4,654,234
+212.2%
155,660
+294.8%
1.62%
+247.7%
Q1 2022$1,491,000
-71.8%
39,431
-68.5%
0.46%
-69.7%
Q4 2021$5,280,000
+3.2%
125,255
+1.1%
1.54%
-4.1%
Q3 2021$5,118,000
-0.3%
123,948
-0.3%
1.60%
-2.7%
Q2 2021$5,135,000
+7.7%
124,346
+1.7%
1.65%
+0.4%
Q1 2021$4,766,000
-12.2%
122,258
+1.6%
1.64%
-16.2%
Q4 2020$5,431,000
-2.4%
120,344
+1.1%
1.96%
-14.3%
Q3 2020$5,563,000
+0.9%
119,024
+1.3%
2.28%
-11.6%
Q2 2020$5,512,000
-0.1%
117,503
+0.6%
2.58%
-13.5%
Q1 2020$5,517,000
+21.8%
116,795
+0.3%
2.99%
+47.5%
Q4 2019$4,528,000
-5.5%
116,486
-0.3%
2.02%
-10.5%
Q3 2019$4,792,000
+8.8%
116,790
+1.2%
2.26%
+4.1%
Q2 2019$4,403,000
+12.4%
115,374
+7.2%
2.17%
+6.8%
Q1 2019$3,918,000
+37.0%
107,667
+31.9%
2.04%
+13.7%
Q4 2018$2,860,000
+3.4%
81,620
-0.2%
1.79%
+27.9%
Q3 2018$2,766,000
-2.5%
81,823
+1.0%
1.40%
-8.4%
Q2 2018$2,837,000
+2.8%
80,980
+3.0%
1.53%
+1.8%
Q1 2018$2,760,000
+47.6%
78,637
+53.9%
1.50%
+46.3%
Q4 2017$1,870,00051,1021.03%
Other shareholders
SPDR SER TR shareholders Q3 2019
NameSharesValueWeighting ↓
AllGen Financial Advisors, Inc. 793,443$20,748,52514.76%
Nan Shan Life Insurance Co., Ltd. 10,956,900$286,522,9357.82%
Donoghue Forlines LLC 797,025$20,842,2047.42%
O'Brien Wealth Partners LLC 893,258$23,358,6946.70%
Goodman Advisory Group, LLC 563,876$14,745,3755.51%
Buttonwood Financial Group, LLC 266,454$6,589,3764.81%
PEAK FINANCIAL ADVISORS LLC 169,530$4,433,2164.79%
Strategic Wealth Investment Group, LLC 919,357$24,041,1954.36%
Snider Financial Group 248,124$6,488,4403.14%
Robinson Value Management, Ltd. 156,624$4,095,7183.05%
View complete list of SPDR SER TR shareholders