Creative Planning - SPDR SER TR ownership

SPDR SER TR's ticker is PSK and the CUSIP is 78464A292. A total of 195 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Creative Planning ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2022$18,000
-97.9%
473
-97.7%
0.00%
-100.0%
Q4 2021$870,000
-4.8%
20,282
-3.5%
0.00%
-50.0%
Q3 2021$914,000
+9.1%
21,020
+10.9%
0.00%
+100.0%
Q2 2021$838,000
-8.2%
18,962
-9.8%
0.00%
-50.0%
Q1 2021$913,000
+0.2%
21,026
+2.5%
0.00%0.0%
Q4 2020$911,000
+2.6%
20,520
+0.5%
0.00%0.0%
Q3 2020$888,000
+3.3%
20,422
-0.6%
0.00%0.0%
Q2 2020$860,000
+216.2%
20,538
+232.7%
0.00%
+100.0%
Q4 2019$272,000
-47.7%
6,173
-47.6%
0.00%
-50.0%
Q3 2019$520,000
+1.4%
11,770
-0.8%
0.00%0.0%
Q2 2019$513,000
+115.5%
11,870
+113.0%
0.00%
+100.0%
Q1 2019$238,000
+4.8%
5,573
+4.8%
0.00%0.0%
Q3 2018$227,000
+114.2%
5,316
+125.2%
0.00%0.0%
Q2 2017$106,000
+14.0%
2,361
+11.7%
0.00%0.0%
Q1 2017$93,000
+50.0%
2,113
+43.3%
0.00%
Q4 2016$62,000
-39.2%
1,475
-34.3%
0.00%
-100.0%
Q3 2016$102,000
-25.5%
2,244
-24.6%
0.00%0.0%
Q2 2016$137,000
+41.2%
2,977
+38.2%
0.00%0.0%
Q1 2016$97,000
+1.0%
2,1540.0%0.00%0.0%
Q4 2015$96,000
+21.5%
2,154
+19.7%
0.00%0.0%
Q3 2015$79,000
-89.3%
1,800
-89.0%
0.00%
-85.7%
Q1 2015$735,000
+13.6%
16,332
+10.5%
0.01%0.0%
Q4 2014$647,000
+5781.8%
14,775
+5649.0%
0.01%
Q3 2014$11,000
-59.3%
257
-57.9%
0.00%
Q2 2014$27,000
-74.3%
611
-75.4%
0.00%
-100.0%
Q1 2014$105,000
+5150.0%
2,483
+4256.1%
0.00%
Q4 2013$2,000
-50.0%
57
-43.6%
0.00%
Q3 2013$4,000
-33.3%
101
-31.3%
0.00%
Q2 2013$6,0001470.00%
Other shareholders
SPDR SER TR shareholders Q1 2021
NameSharesValueWeighting ↓
NewSquare Capital LLC 591,724$27,264,0006.49%
Prospera Financial Services Inc 437,196$20,144,0004.16%
INVESTMENT PARTNERS, LTD. 43,707$2,014,0002.01%
Steinberg Global Asset Management 174,436$8,037,0001.40%
Transamerica Financial Advisors, Inc. 290,805$13,400,0001.35%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 37,971$1,750,0000.82%
CWM, LLC 189,245$8,720,0000.64%
Regal Investment Advisors LLC 46,873$2,160,0000.59%
American Research & Management Co. 28,325$1,305,0000.50%
NEXT Financial Group, Inc 32,835$1,512,0000.48%
View complete list of SPDR SER TR shareholders