NewSquare Capital LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPHY and the CUSIP is 78468R606. A total of 25 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
NewSquare Capital LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$9,507,300
-2.6%
424,054
-0.8%
1.00%
-1.0%
Q2 2023$9,764,908
-2.4%
427,535
-1.8%
1.02%
-14.2%
Q1 2023$10,005,389
-0.3%
435,395
-3.1%
1.18%
-5.5%
Q4 2022$10,035,406
-4.1%
449,212
-6.3%
1.25%
-4.3%
Q3 2022$10,465,000
+174316.7%
479,611
+217905.0%
1.31%
+130700.0%
Q1 2018$6,000
-64.7%
220
-65.6%
0.00%
-75.0%
Q4 2017$17,000
-29.2%
640
-28.9%
0.00%
-33.3%
Q3 2017$24,000
-4.0%
900
-5.8%
0.01%0.0%
Q2 2017$25,000
-7.4%
955
-6.8%
0.01%0.0%
Q1 2017$27,000
-98.8%
1,025
-98.8%
0.01%
-98.9%
Q4 2016$2,178,000
-18.5%
84,156
-16.0%
0.54%
-11.4%
Q3 2016$2,671,000
-5.8%
100,229
-8.9%
0.61%
-9.0%
Q2 2016$2,836,000
-50.2%
110,001
-51.5%
0.68%
-58.7%
Q1 2016$5,699,000
+8.9%
226,713
+4.3%
1.63%
+11.4%
Q4 2015$5,235,000
-8.6%
217,389
-5.6%
1.47%
-13.3%
Q3 2015$5,730,000
-10.7%
230,315
-7.9%
1.69%
-11.2%
Q2 2015$6,420,000
-13.7%
249,985
-11.1%
1.90%
-16.7%
Q1 2015$7,440,000
-8.6%
281,190
-10.1%
2.28%
-16.5%
Q4 2014$8,137,000
+117.9%
312,945
+119.6%
2.74%
+106.2%
Q3 2014$3,735,000
-8.2%
142,490
-6.7%
1.33%
-8.9%
Q2 2014$4,067,000
+1.6%
152,680
-0.4%
1.46%
-9.6%
Q1 2014$4,004,000
+49950.0%
153,315
+51005.0%
1.61%
+40200.0%
Q4 2013$8,0003000.00%
Other shareholders
SPDR SER TR shareholders Q2 2018
NameSharesValueWeighting ↓
SAM Advisors, LLC 717,700$16,0337.06%
Sterling Financial Group, Inc. 406,879$9,089,6796.97%
Econ Financial Services Corp 264,143$5,900,9555.98%
Strategic Financial Planning, Inc. 207,499$4,635,5274.49%
Leicht Financial Planning & Wealth Management, Inc. 289,294$6,462,8284.33%
KWB Wealth 692,628$15,473,3162.94%
Systelligence, LLC 472,457$10,554,6892.75%
DT Investment Partners, LLC 925,535$20,676,4512.71%
Kohmann Bosshard Financial Services, LLC 536,583$11,987,2642.39%
Horizon Investment Services, LLC 133,901$2,991,3562.17%
View complete list of SPDR SER TR shareholders