Atria Investments, 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
Atria Investments, Inc ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$2,594,960
-71.8%
88,504
-71.6%
0.05%
-72.3%
Q2 2023$9,188,048
-7.6%
312,094
-7.0%
0.17%
-11.7%
Q1 2023$9,940,557
+24.8%
335,490
+23.7%
0.19%
+15.3%
Q4 2022$7,968,262
+3.0%
271,213
+2.5%
0.16%
-4.7%
Q3 2022$7,734,000
+2.5%
264,676
+4.3%
0.17%
+8.2%
Q2 2022$7,546,000
+46.8%
253,828
+48.8%
0.16%
+75.6%
Q1 2022$5,140,000
+9.1%
170,593
+12.2%
0.09%
+7.1%
Q4 2021$4,710,000
+15.4%
152,096
+16.4%
0.08%
+13.5%
Q3 2021$4,083,000
+27.0%
130,665
+27.2%
0.07%
+19.4%
Q2 2021$3,216,000
+52.2%
102,738
+52.2%
0.06%
+31.9%
Q1 2021$2,113,000
+49.8%
67,480
+50.2%
0.05%
+38.2%
Q4 2020$1,411,000
+27.3%
44,940
+27.3%
0.03%0.0%
Q3 2020$1,108,000
+4.1%
35,306
+4.0%
0.03%
-5.6%
Q2 2020$1,064,000
+12.7%
33,946
+8.7%
0.04%
-50.0%
Q1 2020$944,000
-25.1%
31,215
-23.6%
0.07%
+111.8%
Q4 2019$1,261,000
+7.6%
40,875
+6.1%
0.03%
-73.6%
Q4 2015$1,172,000
+2.4%
38,522
+2.7%
0.13%
-18.4%
Q3 2015$1,145,000
+30.1%
37,526
+30.5%
0.16%
+53.4%
Q2 2015$880,000
+17.2%
28,756
+17.7%
0.10%
+21.2%
Q1 2015$751,000
+2.5%
24,429
+1.9%
0.08%
+9.0%
Q4 2014$733,000
+61.8%
23,985
+62.4%
0.08%
+69.6%
Q3 2014$453,000
+53.6%
14,772
+54.4%
0.05%
+58.6%
Q2 2014$295,000
-4.5%
9,570
-4.8%
0.03%
-6.5%
Q1 2014$309,000
+19.8%
10,052
+19.7%
0.03%
+19.2%
Q4 2013$258,0008,3960.03%
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