NewSquare Capital LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 203 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
NewSquare Capital LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$183
-99.3%
7
-98.9%
0.00%
-100.0%
Q4 2020$28,000
-61.6%
620
-60.5%
0.00%
-66.7%
Q3 2020$73,000
-40.2%
1,568
-39.6%
0.01%
-42.9%
Q2 2020$122,000
-99.5%
2,598
-99.5%
0.02%
-99.5%
Q1 2020$23,685,000
+142.3%
501,374
+110.4%
4.38%
+147.5%
Q3 2019$9,776,000
+195420.0%
238,260
+170085.7%
1.77%
+177000.0%
Q1 2018$5,0000.0%1400.0%0.00%0.0%
Q4 2017$5,000
-73.7%
140
-48.1%
0.00%
-80.0%
Q3 2017$19,000
-13.6%
270
-12.9%
0.01%0.0%
Q2 2017$22,0000.0%3100.0%0.01%0.0%
Q1 2017$22,000
-43.6%
310
-44.6%
0.01%
-50.0%
Q4 2016$39,000
-99.7%
560
-99.6%
0.01%
-99.6%
Q3 2016$11,931,000
+8483.5%
150,906
+8572.8%
2.74%
+8206.1%
Q2 2016$139,000
-99.6%
1,740
-99.6%
0.03%
-99.6%
Q1 2016$31,887,000
+409.3%
423,055
+372.1%
9.14%
+420.9%
Q4 2015$6,261,000
-9.4%
89,602
-7.2%
1.75%
-13.9%
Q3 2015$6,908,000
-2.7%
96,600
-7.0%
2.04%
-3.2%
Q2 2015$7,098,000
-58.4%
103,887
-54.2%
2.10%
-59.8%
Q1 2015$17,062,000
+16.0%
226,827
+12.4%
5.24%
+5.9%
Q4 2014$14,707,000
+19.0%
201,836
+10.4%
4.95%
+12.6%
Q3 2014$12,361,000
+18.7%
182,740
+16.3%
4.40%
+17.7%
Q2 2014$10,418,000
+36.5%
157,140
+31.3%
3.74%
+21.5%
Q1 2014$7,634,000119,6553.07%
Other shareholders
SPDR SER TR shareholders Q1 2021
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