Carnegie Capital Asset Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 422 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Carnegie Capital Asset Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2022$244,000
-10.9%
8,107
-8.5%
0.01%0.0%
Q4 2021$274,000
-30.3%
8,857
-29.6%
0.01%
-40.0%
Q3 2021$393,000
-3.2%
12,575
-3.2%
0.02%0.0%
Q2 2021$406,000
-16.6%
12,985
-16.6%
0.02%
-25.0%
Q1 2021$487,000
+47.6%
15,570
+48.0%
0.02%
+33.3%
Q4 2020$330,000
-6.0%
10,520
-5.9%
0.02%
-16.7%
Q3 2020$351,000
+0.3%
11,1800.0%0.02%
-10.0%
Q2 2020$350,000
+59.8%
11,180
+54.3%
0.02%
+33.3%
Q1 2020$219,000
-25.8%
7,247
-24.2%
0.02%
-11.8%
Q4 2019$295,0009,5640.02%
Other shareholders
SPDR SER TR shareholders Q4 2020
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