D. SCOTT NEAL, INC. - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 446 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
D. SCOTT NEAL, INC. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2021$221,000
-97.7%
7,071
-97.7%
0.09%
-97.8%
Q2 2021$9,492,000
-23.5%
303,249
-23.4%
4.31%
-22.6%
Q1 2021$12,403,000
+3888.1%
396,127
+3800.8%
5.56%
+2522.6%
Q2 2017$311,0000.0%10,1550.0%0.21%
+6.0%
Q1 2017$311,000
+0.3%
10,1550.0%0.20%
-9.5%
Q4 2016$310,000
-58.1%
10,155
-57.7%
0.22%
-61.9%
Q3 2016$739,000
-6.7%
24,030
-6.6%
0.58%
-17.4%
Q2 2016$792,000
-27.6%
25,730
-28.0%
0.70%
-31.6%
Q1 2016$1,094,000
-37.5%
35,730
-38.0%
1.03%
-26.2%
Q4 2015$1,751,000
-9.2%
57,585
-8.9%
1.39%
-14.2%
Q3 2015$1,928,000
-19.9%
63,185
-19.7%
1.62%
-2.1%
Q2 2015$2,408,00078,6851.66%
Other shareholders
SPDR SER TR shareholders Q1 2021
NameSharesValueWeighting ↓
Sunflower Bank, N.A. 1,517,106$47,545,00018.86%
TPG Financial Advisors, LLC 467,340$14,646,00013.13%
Compass Financial Group, Inc. 417,619$13,088,00010.96%
Goodman Financial Corp 610,321$19,127,0009.56%
Cedar Mountain Advisors, LLC 691,430$21,669,0009.39%
Asset Planning Services, Ltd. 686,130$21,503,0009.29%
IRON Financial LLC 572,119$17,930,0009.24%
Occidental Asset Management, LLC 657,653$20,611,0009.12%
MBM Wealth Consultants, LLC 380,032$11,911,0008.40%
Baystate Wealth Management LLC 2,219,395$69,556,0008.14%
View complete list of SPDR SER TR shareholders