Westside Investment Management, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 253 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
Westside Investment Management, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2021$316,000
-99.3%
7,500
+476.9%
0.00%
-96.0%
Q4 2017$47,021,000
+1.2%
1,300
+100.0%
0.02%
-10.7%
Q3 2017$46,481,000
+0.8%
6500.0%0.03%
-6.7%
Q2 2017$46,117,000
+1.1%
6500.0%0.03%
+36.4%
Q1 2017$45,630,0006500.02%
Other shareholders
SPDR SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
Strategic Wealth Investment Group, LLC 1,411,264$59,485,00015.47%
Frontier Asset Management, LLC 354,755$14,953,00011.02%
SHEPHERD KAPLAN KROCHUK, LLC 619,260$26,102,0009.40%
AllGen Financial Advisors, Inc. 259,892$10,954,4368.12%
Nan Shan Life Insurance Co., Ltd. 9,256,900$390,178,0005.92%
O'Brien Wealth Partners LLC 402,098$15,855,0005.50%
Intelligence Driven Advisers, LLC 678,987$27,506,0005.05%
ISLAY CAPITAL MANAGEMENT, LLC 149,369$6,296,0004.76%
Tradewinds Capital Management, LLC 529,194$22,306,0003.42%
S. R. Schill & Associates 161,290$6,798,0002.71%
View complete list of SPDR SER TR shareholders