Homrich & Berg - SPDR SER TR ownership

SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 226 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Homrich & Berg ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2021$470,000
-18.8%
8,866
-18.9%
0.01%
-15.4%
Q2 2021$579,000
+7.6%
10,9350.0%0.01%
-7.1%
Q1 2021$538,000
+12.3%
10,935
+5.2%
0.01%0.0%
Q4 2020$479,000
+8.1%
10,394
-4.1%
0.01%
-6.7%
Q3 2020$443,000
-19.6%
10,843
-25.6%
0.02%
-31.8%
Q2 2020$551,000
-80.2%
14,579
-83.5%
0.02%
-86.0%
Q1 2020$2,779,000
-57.6%
88,377
-46.2%
0.16%
-48.4%
Q4 2019$6,549,000
-15.3%
164,305
-21.9%
0.30%
-23.6%
Q3 2019$7,734,000
+7.9%
210,498
+7.1%
0.40%
+5.0%
Q2 2019$7,165,000
+23.6%
196,508
+19.2%
0.38%
+25.5%
Q1 2019$5,799,000
+30.3%
164,836
+14.5%
0.30%
+15.3%
Q4 2018$4,450,000
+103.1%
143,980
+137.9%
0.26%
+98.5%
Q3 2018$2,191,000
+83.5%
60,530
+72.3%
0.13%
+51.7%
Q2 2018$1,194,000
+50.9%
35,130
+45.8%
0.09%
+58.2%
Q1 2018$791,000
+266.2%
24,100
+271.3%
0.06%
+266.7%
Q4 2017$216,0006,4900.02%
Other shareholders
SPDR SER TR shareholders Q3 2019
NameSharesValueWeighting ↓
Professional Financial Advisors, LLC 1,247,911$65,502,85129.64%
Weitzel Financial Services, Inc. 701,237$36,431,73021.28%
Royal Harbor Partners, LLC 669,300$35,131,55718.29%
Asset Management Resources, LLC 544,354$28,573,16517.74%
Financial Strategies Group, Inc. 906,044$48,446,19615.28%
Rinkey Investments 635,106$33,336,71415.27%
Treasure Coast Financial Planning 398,340$20,908,87114.52%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 760,206$39,903,20713.55%
Wall Capital Group, Inc. 164,930$8,761,10412.45%
Shepherd Financial Partners LLC 1,477,104$77,533,29112.16%
View complete list of SPDR SER TR shareholders