Advocacy Wealth Management Services, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 384 filers reported holding SPDR SER TR in Q1 2024. The put-call ratio across all filers is 0.42 and the average weighting 0.5%.

Quarter-by-quarter ownership
Advocacy Wealth Management Services, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$59,548,976
+20.1%
2,187,692
+23.3%
4.91%
+15.2%
Q1 2024$49,588,834
+24.2%
1,774,833
+29.0%
4.26%
+12.5%
Q4 2023$39,925,9481,375,8083.79%
Other shareholders
SPDR SER TR shareholders Q1 2024
NameSharesValueWeighting ↓
AllGen Financial Advisors, Inc. 541,169$16,040,24212.49%
Strategic Wealth Investment Group, LLC 1,006,765$29,841,0008.58%
ALTFEST L J & CO INC 1,523,990$45,171,0008.47%
Frontier Asset Management, LLC 321,927$9,541,0008.27%
Nan Shan Life Insurance Co., Ltd. 10,956,900$324,763,0007.94%
STABLEFORD CAPITAL II LLC 442,302$12,044,0005.82%
O'Brien Wealth Partners LLC 448,530$13,294,0005.59%
GM Advisory Group, LLC 1,232,300$36,525,0004.60%
MCMORGAN & CO LLC 631,621$18,721,0004.43%
Financial Advisory Group 503,481$14,923,0003.36%
View complete list of SPDR SER TR shareholders