Stonehearth Capital Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is PSK and the CUSIP is 78464A292. A total of 196 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Stonehearth Capital Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2022$1,508,046
-20.0%
45,949
-15.0%
0.85%
-26.5%
Q3 2022$1,885,000
+47.8%
54,085
+53.9%
1.15%
+59.0%
Q2 2022$1,275,000
-20.0%
35,141
-14.0%
0.73%
-12.2%
Q1 2022$1,594,000
-19.0%
40,869
-10.9%
0.83%
-18.8%
Q4 2021$1,967,000
-12.0%
45,850
-10.8%
1.02%
-12.5%
Q3 2021$2,235,000
-1.8%
51,425
-0.1%
1.16%
+3.8%
Q2 2021$2,275,000
+10.0%
51,458
+8.1%
1.12%
-0.4%
Q1 2021$2,068,000
+1.4%
47,621
+3.7%
1.12%
-2.3%
Q4 2020$2,040,000
+7.6%
45,938
+5.3%
1.15%
-8.4%
Q3 2020$1,896,000
-99.9%
43,611
+6.5%
1.26%
+7.8%
Q2 2020$1,754,623,000
+103846.9%
40,952
-4.9%
1.17%
-15.1%
Q1 2020$1,688,000
-1.2%
43,077
+11.0%
1.37%
+21.3%
Q4 2019$1,709,000
+14.2%
38,824
+14.5%
1.13%
+3.6%
Q3 2019$1,497,000
+13.2%
33,903
+10.7%
1.09%
+12.9%
Q2 2019$1,323,000
+7.9%
30,614
+6.6%
0.97%
+3.4%
Q1 2019$1,226,000
+19.4%
28,730
+10.6%
0.94%
+8.0%
Q4 2018$1,027,000
-41.6%
25,970
-37.1%
0.87%
-35.3%
Q3 2018$1,760,000
+1.5%
41,275
+3.5%
1.34%
-1.1%
Q2 2018$1,734,000
+1.5%
39,887
+1.4%
1.36%
+2.3%
Q1 2018$1,709,000
-1.3%
39,327
+0.1%
1.32%
+0.6%
Q4 2017$1,731,000
-1.6%
39,300
-0.2%
1.32%
-4.3%
Q3 2017$1,760,000
-0.2%
39,380
+0.4%
1.38%
-1.6%
Q2 2017$1,764,000
+3.5%
39,219
+1.1%
1.40%
+5.4%
Q1 2017$1,705,00038,7881.33%
Other shareholders
SPDR SER TR shareholders Q4 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