Diligent Investors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 133 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Diligent Investors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2021$256,0000.0%6,1930.0%0.09%0.0%
Q2 2021$256,000
+2.4%
6,193
-3.5%
0.09%
-4.4%
Q1 2021$250,000
-21.4%
6,416
-9.0%
0.09%
-28.9%
Q4 2020$318,000
-3.3%
7,049
+0.1%
0.13%
-14.7%
Q3 2020$329,000
-14.5%
7,039
-14.2%
0.15%
-20.6%
Q2 2020$385,000
-19.8%
8,201
-19.3%
0.19%
-34.1%
Q1 2020$480,000
+26.0%
10,167
+3.7%
0.29%
+66.9%
Q4 2019$381,000
-69.9%
9,806
-68.2%
0.17%
-72.2%
Q3 2019$1,266,000
-1.2%
30,850
-8.2%
0.62%
-3.0%
Q2 2019$1,282,000
-62.3%
33,601
-64.1%
0.64%
-67.1%
Q1 2019$3,402,000
+1.5%
93,482
-2.3%
1.94%
-11.9%
Q4 2018$3,352,000
-1.9%
95,668
-5.4%
2.20%
+17.2%
Q3 2018$3,417,000
-0.6%
101,081
+3.0%
1.88%
-10.4%
Q2 2018$3,439,000
+5.1%
98,176
+5.3%
2.09%
+6.2%
Q1 2018$3,273,000
+1081.6%
93,245
+1133.2%
1.97%
+1013.6%
Q4 2017$277,000
-88.4%
7,561
-77.3%
0.18%
-89.6%
Q2 2017$2,398,000
+6.0%
33,260
+2.5%
1.70%
-1.7%
Q1 2017$2,263,000
+20.0%
32,449
+18.6%
1.73%
+15.6%
Q4 2016$1,886,000
-10.3%
27,363
+2.9%
1.50%
-12.1%
Q3 2016$2,102,00026,5821.70%
Other shareholders
SPDR SER TR shareholders Q4 2018
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