Baltimore-Washington Financial Advisors, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 489 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Baltimore-Washington Financial Advisors, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$451,596
-14.0%
15,402
-13.6%
0.04%
-11.9%
Q2 2023$524,880
-85.9%
17,829
-85.8%
0.04%
-87.2%
Q1 2023$3,714,384
-11.6%
125,359
-12.3%
0.33%
-20.4%
Q4 2022$4,200,162
-17.3%
142,960
-14.2%
0.41%
-3.7%
Q3 2022$5,081,000
+1.6%
166,611
-0.9%
0.43%
-20.2%
Q2 2022$5,000,000
-13.5%
168,181
-8.9%
0.54%
-5.1%
Q1 2022$5,779,000
+1.4%
184,574
+0.3%
0.56%
+22.6%
Q4 2021$5,699,000
-3.4%
184,035
-2.6%
0.46%
-11.5%
Q3 2021$5,902,000
+0.1%
188,880
+0.3%
0.52%
-5.1%
Q2 2021$5,894,000
+2.0%
188,336
+2.0%
0.55%
-7.0%
Q1 2021$5,779,000
+3.4%
184,574
+3.7%
0.59%
-3.4%
Q4 2020$5,591,000
-1.4%
178,072
-1.5%
0.61%
-16.9%
Q3 2020$5,671,000
+9.3%
180,791
+9.2%
0.73%
+2.7%
Q2 2020$5,190,000
+41.9%
165,607
+36.9%
0.72%
+8.5%
Q1 2020$3,658,000
+27.8%
120,954
+30.3%
0.66%
+56.9%
Q4 2019$2,862,000
+11.6%
92,807
+11.6%
0.42%
-0.2%
Q3 2019$2,564,000
+39.8%
83,142
+39.6%
0.42%
+36.2%
Q2 2019$1,834,000
+25.4%
59,573
+24.3%
0.31%
+20.7%
Q1 2019$1,463,000
+106.3%
47,916
+103.7%
0.26%
+74.1%
Q4 2018$709,000
+74.2%
23,524
+74.1%
0.15%
+98.6%
Q3 2018$407,000
+2161.1%
13,515
+2156.3%
0.07%
+1133.3%
Q3 2014$18,000
-47.1%
599
-46.3%
0.01%
-45.5%
Q2 2014$34,0000.0%1,1150.0%0.01%
-8.3%
Q1 2014$34,0000.0%1,1150.0%0.01%
+9.1%
Q4 2013$34,0001,1150.01%
Other shareholders
SPDR SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
Walker Financial Services, Inc. 683,647$20,256,47120.88%
Signify Wealth 505,474$14,850,82613.00%
Advocacy Wealth Management Services, LLC 3,011,250$88,470,53211.69%
Coulter & Justus Financial Services, LLC 569,554$16,733,49811.37%
Astor Investment Management LLC 1,187,624$34,892,39710.67%
Sunflower Bank, N.A. 1,576,560$46,31910.08%
Flagstone Financial Management 536,776$15,770,4839.60%
PECAUT & CO. 616,555$18,114,3868.60%
Litman Gregory Wealth Management LLC 2,074,023$60,934,7938.51%
IRON Financial LLC 497,405$14,613,7608.39%
View complete list of SPDR SER TR shareholders