Lattice Strategies LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 73 filers reported holding SPDR SER TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Lattice Strategies LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2019$1,151,000
+21.4%
31,620
+16.9%
1.06%
+28.2%
Q4 2018$948,000
+3.7%
27,0500.0%0.82%
+16.2%
Q3 2018$914,000
-4.5%
27,050
-1.0%
0.71%
-5.3%
Q2 2018$957,000
-11.1%
27,310
-11.0%
0.75%
-4.3%
Q1 2018$1,077,000
+113.3%
30,670
+122.4%
0.78%
+114.2%
Q4 2017$505,000
+1.0%
13,790
+98.6%
0.36%
-2.9%
Q3 2017$500,000
-4.2%
6,945
-4.1%
0.38%
-6.2%
Q2 2017$522,000
-52.9%
7,245
-54.4%
0.40%
-53.6%
Q1 2017$1,109,000
-0.5%
15,900
-1.8%
0.86%
-4.9%
Q4 2016$1,115,000
-39.7%
16,185
-30.7%
0.91%
-35.5%
Q3 2016$1,848,000
-16.5%
23,370
-15.7%
1.41%
-18.5%
Q2 2016$2,213,000
+2.2%
27,720
-3.5%
1.73%
+2.8%
Q1 2016$2,166,000
+8.6%
28,735
+0.7%
1.68%
+7.0%
Q4 2015$1,995,000
-28.5%
28,545
-26.8%
1.57%
-19.9%
Q3 2015$2,789,000
-38.9%
38,995
-41.7%
1.97%
-25.6%
Q2 2015$4,567,000
+614.7%
66,845
+570.8%
2.64%
+588.3%
Q2 2013$639,0009,9650.38%
Other shareholders
SPDR SER TR shareholders Q4 2017
NameSharesValueWeighting ↓
AllGen Financial Advisors, Inc. 793,443$20,748,52514.76%
Nan Shan Life Insurance Co., Ltd. 10,956,900$286,522,9357.82%
Donoghue Forlines LLC 797,025$20,842,2047.42%
O'Brien Wealth Partners LLC 893,258$23,358,6946.70%
Goodman Advisory Group, LLC 563,876$14,745,3755.51%
Buttonwood Financial Group, LLC 266,454$6,589,3764.81%
PEAK FINANCIAL ADVISORS LLC 169,530$4,433,2164.79%
Strategic Wealth Investment Group, LLC 919,357$24,041,1954.36%
Snider Financial Group 248,124$6,488,4403.14%
Robinson Value Management, Ltd. 156,624$4,095,7183.05%
View complete list of SPDR SER TR shareholders