NewSquare Capital LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 310 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
NewSquare Capital LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$9,498
-2.1%
3020.0%0.00%0.0%
Q2 2023$9,697
-1.2%
3020.0%0.00%0.0%
Q1 2023$9,812
-63.4%
302
-64.1%
0.00%
-66.7%
Q4 2022$26,801
+57.7%
842
+55.9%
0.00%
+50.0%
Q3 2022$17,000
+183.3%
540
+227.3%
0.00%
+100.0%
Q4 2021$6,000
+200.0%
165
+266.7%
0.00%
Q3 2020$2,000
-96.6%
45
-97.2%
0.00%
-100.0%
Q2 2020$58,000
-87.6%
1,580
-88.6%
0.01%
-88.5%
Q1 2020$469,000
-95.4%
13,800
-95.2%
0.09%
-94.9%
Q4 2019$10,256,000
+4.2%
290,450
+4.1%
1.70%
-4.8%
Q3 2019$9,847,000
+5.2%
279,120
+4.2%
1.78%
+4.4%
Q2 2019$9,359,000
+2.7%
267,947
+0.5%
1.71%
-1.7%
Q1 2019$9,115,000
+2.7%
266,745
-0.7%
1.74%
-7.4%
Q4 2018$8,878,000
+8.5%
268,705
+11.3%
1.88%
-5.6%
Q2 2017$8,186,000
-4.4%
241,417
-3.8%
1.99%
-2.7%
Q1 2017$8,565,000
-3.8%
250,963
-4.4%
2.04%
-8.1%
Q4 2016$8,899,000
+80800.0%
262,429
+81909.1%
2.22%
+73933.3%
Q3 2016$11,0000.0%3200.0%0.00%0.0%
Q2 2016$11,000
-100.0%
320
-100.0%
0.00%
-100.0%
Q1 2016$26,083,000
+98.1%
761,092
+93.3%
7.47%
+102.6%
Q4 2015$13,165,000
+7.6%
393,796
+9.3%
3.69%
+2.2%
Q3 2015$12,234,000
+55.1%
360,360
+55.2%
3.61%
+54.3%
Q2 2015$7,889,000
+328.5%
232,255
+334.7%
2.34%
+254.4%
Q2 2014$1,841,000
+70.3%
53,426
+68.0%
0.66%
+51.7%
Q1 2014$1,081,000
+4600.0%
31,805
+4476.3%
0.44%
+3854.5%
Q4 2013$23,0006950.01%
Other shareholders
SPDR SER TR shareholders Q2 2020
NameSharesValueWeighting ↓
Marion Wealth Management 591,755$19,309,00010.12%
INTEGRATED CAPITAL MANAGEMENT, INC. 320,861$10,469,0009.60%
Occidental Asset Management, LLC 738,691$24,104,0007.15%
INTEGRAL INVESTMENT ADVISORS, INC. 248,446$8,107,0006.89%
1620 INVESTMENT ADVISORS, INC. 125,610$4,099,0005.65%
TRUEFG, LLC 321,546$10,492,0005.36%
Hofer & Associates. Inc 155,072$5,060,0005.27%
Adams Wealth Management 419,881$13,701,0005.19%
OLD SECOND NATIONAL BANK OF AURORA 521,494$17,017,0004.75%
Leicht Financial Planning & Wealth Management, Inc. 210,382$6,865,0004.65%
View complete list of SPDR SER TR shareholders