PIERSHALE FINANCIAL GROUP, INC. - SPDR SER TR ownership

SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 328 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 6.00 and the average weighting 0.5%.

Quarter-by-quarter ownership
PIERSHALE FINANCIAL GROUP, INC. ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2019$22,269,000
+158964.3%
611,956
+349589.1%
13.32%
+120963.6%
Q3 2016$14,000
-99.9%
175
-99.9%
0.01%
-99.9%
Q2 2016$18,737,000
+208088.9%
234,744
+175082.1%
13.88%
+277600.0%
Q4 2015$9,0001340.01%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Wealthsimple US, Ltd. 542,598$24,487,00013.39%
AllGen Financial Advisors, Inc. 318,654$14,380,84313.33%
Strategic Wealth Investment Group, LLC 466,563$21,056,00012.34%
SHEPHERD KAPLAN KROCHUK, LLC 650,147$29,341,00010.83%
IFS Advisors, LLC 250,068$11,285,0008.64%
Consolidated Planning Corp 219,524$9,907,0006.46%
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 2,427,000$109,530,0005.67%
ISLAY CAPITAL MANAGEMENT, LLC 101,861$4,597,0004.15%
First Heartland Consultants, Inc. 486,653$21,963,0003.65%
Genesee Capital Advisors, LLC 100,618$4,540,0002.97%
View complete list of SPDR SER TR shareholders