Windsor Capital Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is PSK and the CUSIP is 78464A292. A total of 193 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Windsor Capital Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2022$298,000
-42.7%
8,556
-41.0%
0.11%
-40.0%
Q2 2022$520,000
-88.3%
14,508
-87.3%
0.18%
-86.6%
Q1 2022$4,447,000
-4.5%
114,011
+5.0%
1.38%
-1.5%
Q4 2021$4,658,000
-0.8%
108,557
+0.4%
1.40%
-6.7%
Q3 2021$4,697,000
+2.5%
108,094
+4.3%
1.51%
-0.5%
Q2 2021$4,583,000
+11.2%
103,643
+9.2%
1.51%
+6.1%
Q1 2021$4,120,000
+21.7%
94,869
+24.5%
1.43%
+12.9%
Q4 2020$3,384,000
+5.1%
76,210
+2.9%
1.26%
-6.0%
Q3 2020$3,220,000
+9.5%
74,088
+5.4%
1.34%
+6.2%
Q2 2020$2,941,000
+22.6%
70,281
+14.8%
1.27%
+4.4%
Q1 2020$2,398,000
-10.9%
61,195
+0.0%
1.21%
+7.1%
Q4 2019$2,692,000
+16.1%
61,184
+16.5%
1.13%
+9.5%
Q3 2019$2,319,000
+14.8%
52,525
+12.3%
1.04%
+11.4%
Q2 2019$2,020,000
+12.2%
46,767
+10.8%
0.93%
+9.3%
Q1 2019$1,801,000
+17.9%
42,211
+9.3%
0.85%
+7.6%
Q4 2018$1,527,000
+1.3%
38,609
+9.2%
0.79%
+16.2%
Q3 2018$1,507,000
+12.7%
35,354
+14.9%
0.68%
+9.1%
Q2 2018$1,337,000
+13.0%
30,767
+13.0%
0.62%
+11.6%
Q1 2018$1,183,000
+127.9%
27,239
+130.9%
0.56%
+130.6%
Q4 2017$519,000
-9.6%
11,797
-7.6%
0.24%
-16.6%
Q3 2017$574,0000.0%12,7670.0%0.29%
+0.7%
Q2 2017$574,000
+1.6%
12,767
-0.8%
0.29%
-1.7%
Q1 2017$565,000
-2.4%
12,865
-6.9%
0.29%
-6.4%
Q4 2016$579,000
-7.9%
13,815
-0.1%
0.31%
-9.0%
Q3 2016$629,000
+1.8%
13,831
+3.0%
0.34%
-4.7%
Q2 2016$618,000
-4.3%
13,423
-6.5%
0.36%
-10.2%
Q1 2016$646,000
-0.6%
14,351
-1.5%
0.40%
-0.7%
Q4 2015$650,000
-13.4%
14,566
-15.1%
0.40%
-8.4%
Q3 2015$751,000
-35.7%
17,148
-36.3%
0.44%
-34.8%
Q2 2015$1,168,000
-20.5%
26,928
-17.6%
0.68%
-20.2%
Q1 2015$1,470,000
-12.9%
32,687
-15.2%
0.85%
-10.4%
Q4 2014$1,688,000
-3.8%
38,545
-4.4%
0.95%
-4.7%
Q3 2014$1,754,000
+2.8%
40,301
+3.0%
1.00%
+4.2%
Q2 2014$1,707,000
+3.3%
39,114
+0.4%
0.96%
-2.7%
Q1 2014$1,652,000
-50.5%
38,939
-54.0%
0.98%
-49.8%
Q4 2013$3,336,000
-7.6%
84,629
-4.2%
1.96%
-6.4%
Q3 2013$3,611,000
-0.2%
88,365
+6.2%
2.09%
-3.7%
Q2 2013$3,618,00083,2412.17%
Other shareholders
SPDR SER TR shareholders Q1 2022
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