Advocacy Wealth Management Services, LLC - SPDR SER TR ownership

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SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 464 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 10.77 and the average weighting 1.1%.

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Quarter-by-quarter ownership
Advocacy Wealth Management Services, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$2,840,444
-3.6%
54,1140.0%0.32%
-6.2%
Q2 2023$2,945,966
+8.0%
54,1140.0%0.34%
+1.8%
Q1 2023$2,728,969
+6.6%
54,1140.0%0.33%
-2.1%
Q4 2022$2,559,051
+1.7%
54,1140.0%0.34%
-7.9%
Q3 2022$2,517,000
+0.1%
54,1140.0%0.37%
-9.4%
Q2 2022$2,515,000
-16.6%
54,1140.0%0.40%
-22.9%
Q1 2022$3,017,000
-4.6%
54,1140.0%0.52%
-0.8%
Q4 2021$3,163,000
+10.3%
54,1140.0%0.53%
+2.3%
Q3 2021$2,868,000
+0.1%
54,1140.0%0.52%
-2.5%
Q2 2021$2,866,000
-5.8%
54,114
-11.5%
0.53%
-12.8%
Q1 2021$3,042,000
+8.0%
61,1140.0%0.61%
+44.4%
Q4 2020$2,817,000
+14.0%
61,114
+1.8%
0.42%
+5.8%
Q3 2020$2,471,000
+10.1%
60,020
+1.1%
0.40%
-12.3%
Q2 2020$2,244,000
+135.0%
59,388
+86.5%
0.45%
+115.2%
Q1 2020$955,000–31,841–0.21%–
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Other shareholders
SPDR SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
Professional Financial Advisors, LLC 1,247,911$65,502,85129.64%
Weitzel Financial Services, Inc. 701,237$36,431,73021.28%
Royal Harbor Partners, LLC 669,300$35,131,55718.29%
Asset Management Resources, LLC 544,354$28,573,16517.74%
Financial Strategies Group, Inc. 906,044$48,446,19615.28%
Rinkey Investments 635,106$33,336,71415.27%
Treasure Coast Financial Planning 398,340$20,908,87114.52%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 760,206$39,903,20713.55%
Wall Capital Group, Inc. 164,930$8,761,10412.45%
Shepherd Financial Partners LLC 1,477,104$77,533,29112.16%
View complete list of SPDR SER TR shareholders