Regal Investment Advisors LLC - SPDR SER TR ownership

SPDR SER TR's ticker is PSK and the CUSIP is 78464A292. A total of 134 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Regal Investment Advisors LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2021$337,000
+7.7%
7,859
+9.0%
0.03%0.0%
Q3 2021$313,000
+3.0%
7,210
+4.9%
0.03%0.0%
Q2 2021$304,000
+33.3%
6,876
+34.0%
0.03%
+15.4%
Q4 2020$228,000
-29.0%
5,133
-33.1%
0.03%
-55.9%
Q2 2020$321,000
-39.2%
7,675
-36.0%
0.06%
-37.9%
Q4 2019$528,000
-13.7%
11,997
-13.4%
0.10%
-20.2%
Q3 2019$612,000
-8.0%
13,861
-10.0%
0.12%
-8.5%
Q2 2019$665,000
-12.8%
15,397
-13.9%
0.13%
-16.1%
Q1 2019$763,000
+4.7%
17,885
-2.9%
0.16%
-3.1%
Q4 2018$729,000
-21.6%
18,428
-15.5%
0.16%
-18.4%
Q3 2018$930,000
+64.9%
21,812
+68.0%
0.20%
+14.6%
Q2 2018$564,000
-11.2%
12,983
-11.1%
0.17%
+22.1%
Q1 2018$635,000
+6.5%
14,610
+8.0%
0.14%
+5.3%
Q4 2017$596,000
+2.6%
13,532
+4.1%
0.13%
-2.2%
Q3 2017$581,000
-6.3%
12,999
-5.7%
0.14%
-11.7%
Q2 2017$620,000
-1.0%
13,786
-3.2%
0.15%
-5.5%
Q1 2017$626,000
-56.7%
14,238
-58.7%
0.16%
-59.2%
Q4 2016$1,446,000
-2.6%
34,474
+5.5%
0.40%
-5.0%
Q3 2016$1,485,000
-31.2%
32,662
-30.3%
0.42%
-29.1%
Q2 2016$2,160,000
-1.0%
46,873
-3.1%
0.59%
+0.5%
Q1 2016$2,181,000
-1.3%
48,394
-2.1%
0.59%
+3.1%
Q4 2015$2,209,000
-10.5%
49,447
-12.3%
0.57%
-10.6%
Q3 2015$2,469,000
-6.1%
56,379
-6.9%
0.64%
-9.8%
Q2 2015$2,628,000
-37.2%
60,581
-34.9%
0.71%
-31.3%
Q1 2015$4,188,000
+3.2%
93,106
+0.4%
1.04%
-4.9%
Q4 2014$4,060,000
+7.0%
92,732
+6.3%
1.09%
-5.1%
Q3 2014$3,796,000
+58.8%
87,246
+59.3%
1.15%
+34.8%
Q2 2014$2,390,000
+2.6%
54,756
-0.2%
0.85%
-13.7%
Q1 2014$2,329,000
+13.3%
54,892
+5.2%
0.99%
-16.2%
Q4 2013$2,056,000
-9.7%
52,163
-6.4%
1.18%
-11.5%
Q3 2013$2,277,000
-5.6%
55,728
+2.0%
1.33%
-0.1%
Q2 2013$2,411,00054,6141.33%
Other shareholders
SPDR SER TR shareholders Q3 2019
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