Transamerica Financial Advisors, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 508 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Transamerica Financial Advisors, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$13
-13.3%
432
-11.8%
0.00%0.0%
Q2 2023$15
-98.7%
490
-98.7%
0.00%
-98.7%
Q1 2023$1,155
-2.3%
38,980
-3.1%
0.15%
-8.9%
Q4 2022$1,182
-99.9%
40,217
-6.9%
0.17%
-9.7%
Q3 2022$1,263,000
+0.6%
43,203
+2.4%
0.19%
+4.5%
Q2 2022$1,255,000
+125400.0%
42,199
+1406533.3%
0.18%
Q2 2020$1,0000.0%3
-80.0%
0.00%
Q2 2019$1,0000.0%15
-28.6%
0.00%
Q4 2018$1,0000.0%21
-4.5%
0.00%
Q3 2018$1,0000.0%22
+29.4%
0.00%
Q2 2018$1,000
-50.0%
17
-69.6%
0.00%
Q1 2018$2,0000.0%56
+7.7%
0.00%
Q4 2017$2,0000.0%52
-14.8%
0.00%
Q3 2017$2,000
-33.3%
61
-18.7%
0.00%
Q2 2017$3,0000.0%75
+7.1%
0.00%
Q1 2017$3,000
+50.0%
70
+9.4%
0.00%
Q4 2016$2,0000.0%64
+8.5%
0.00%
Q3 2016$2,000
-96.1%
59
-96.4%
0.00%
-100.0%
Q2 2016$51,000
-70.5%
1,652
-70.7%
0.01%
-66.7%
Q1 2016$173,000
-98.2%
5,639
-98.2%
0.02%
-97.9%
Q4 2015$9,717,000
-4.1%
319,622
-3.8%
0.71%
-12.2%
Q3 2015$10,137,000
+52.8%
332,131
+53.2%
0.81%
+71.2%
Q2 2015$6,634,000
+691.6%
216,796
+695.7%
0.48%
+719.0%
Q1 2015$838,000
+1.7%
27,246
+1.2%
0.06%
-10.8%
Q4 2014$824,000
+16.2%
26,927
+16.7%
0.06%
+1.6%
Q3 2014$709,000
+5.7%
23,079
+6.0%
0.06%
+10.3%
Q2 2014$671,000
+17.3%
21,770
+17.3%
0.06%
+1.8%
Q1 2014$572,000
+5.9%
18,564
+5.6%
0.06%
-3.4%
Q4 2013$540,000
+19.5%
17,584
+19.8%
0.06%0.0%
Q3 2013$452,000
+6.4%
14,682
+5.7%
0.06%
-14.5%
Q2 2013$425,00013,8930.07%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Walker Financial Services, Inc. 683,647$20,256,47120.88%
Signify Wealth 505,474$14,850,82613.00%
Advocacy Wealth Management Services, LLC 3,011,250$88,470,53211.69%
Coulter & Justus Financial Services, LLC 569,554$16,733,49811.37%
Astor Investment Management LLC 1,187,624$34,892,39710.67%
Sunflower Bank, N.A. 1,576,560$46,31910.08%
Flagstone Financial Management 536,776$15,770,4839.60%
PECAUT & CO. 616,555$18,114,3868.60%
Litman Gregory Wealth Management LLC 2,074,023$60,934,7938.51%
IRON Financial LLC 497,405$14,613,7608.39%
View complete list of SPDR SER TR shareholders