Atria Investments, Inc - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 390 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Atria Investments, Inc ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,514,440
-4.3%
48,153
-2.3%
0.03%
-6.9%
Q2 2023$1,581,788
-36.6%
49,262
-35.9%
0.03%
-38.3%
Q1 2023$2,495,644
+1.6%
76,813
-0.5%
0.05%
-6.0%
Q4 2022$2,456,931
+4.7%
77,189
+3.1%
0.05%
-3.8%
Q3 2022$2,346,000
-27.5%
74,896
-24.4%
0.05%
-23.5%
Q2 2022$3,234,000
-18.3%
99,115
-14.5%
0.07%
-1.4%
Q1 2022$3,959,000
-30.5%
115,918
-26.4%
0.07%
-31.7%
Q4 2021$5,696,000
+24.3%
157,562
+25.5%
0.10%
+21.7%
Q3 2021$4,584,000
+159.1%
125,532
+160.5%
0.08%
+144.1%
Q2 2021$1,769,000
+14.4%
48,188
+13.0%
0.03%0.0%
Q1 2021$1,546,000
+2.9%
42,649
+5.6%
0.03%
-5.6%
Q4 2020$1,502,000
+3.7%
40,398
+2.5%
0.04%
-18.2%
Q3 2020$1,449,000
-0.2%
39,414
-0.8%
0.04%
-12.0%
Q2 2020$1,452,000
-8.2%
39,744
-14.6%
0.05%
-58.7%
Q1 2020$1,582,000
-36.9%
46,526
-34.4%
0.12%
+77.9%
Q4 2019$2,506,000
+7.3%
70,966
+7.2%
0.07%
-18.1%
Q3 2019$2,335,000
-8.7%
66,190
-9.1%
0.08%
-12.6%
Q2 2019$2,557,000
-4.6%
72,830
-7.1%
0.10%
-15.9%
Q1 2019$2,679,000
+5.8%
78,405
+2.3%
0.11%
+0.9%
Q4 2018$2,532,000
-8.6%
76,631
-7.8%
0.11%
+2.8%
Q3 2018$2,769,000
+467.4%
83,147
+467.6%
0.11%
+419.0%
Q2 2018$488,000
+11.7%
14,649
+14.7%
0.02%
-4.5%
Q4 2017$437,000
+11.5%
12,773
+12.5%
0.02%
+4.8%
Q3 2017$392,000
+79.0%
11,351
+80.5%
0.02%
+5.0%
Q3 2016$219,0006,2870.02%
Other shareholders
SPDR SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
INTEGRATED CAPITAL MANAGEMENT, INC. 312,958$9,842,5148.70%
Astoria Portfolio Advisors LLC. 562,521$17,528,1648.46%
ERTS Wealth Advisors, LLC 1,106,393$34,796,0708.38%
Buckingham Capital Management, Inc. 1,736,209$54,603,7748.32%
Flagstone Financial Management 577,959$18,176,8188.31%
Burt Wealth Advisors 699,832$22,009,7166.76%
Cherry Tree Wealth Management, LLC 710,795$22,354,5146.55%
FIDELITY D & D BANCORP INC 172,353$5,420,5025.57%
Hofer & Associates. Inc 164,719$5,180,4025.31%
Leicht Financial Planning & Wealth Management, Inc. 270,111$8,495,0075.24%
View complete list of SPDR SER TR shareholders