Sequoia Financial Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 382 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Sequoia Financial Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2022$689,401
+3.8%
21,659
+2.2%
0.02%
-19.0%
Q3 2022$664,000
-5.3%
21,203
-1.4%
0.02%
+5.0%
Q2 2022$701,000
-7.0%
21,494
-2.7%
0.02%
+5.3%
Q1 2022$754,000
+2.0%
22,089
+8.0%
0.02%
-5.0%
Q4 2021$739,000
+120.6%
20,452
+122.7%
0.02%
-41.2%
Q3 2021$335,000
-55.2%
9,185
-55.0%
0.03%
+25.9%
Q2 2021$748,000
+11.8%
20,390
+10.5%
0.03%
-3.6%
Q1 2021$669,000
-10.4%
18,459
-8.1%
0.03%
-17.6%
Q4 2020$747,000
+52.4%
20,079
+50.7%
0.03%
+30.8%
Q3 2020$490,000
+18.6%
13,326
+17.9%
0.03%
+8.3%
Q2 2020$413,000
-11.0%
11,303
-17.2%
0.02%
-29.4%
Q1 2020$464,00013,6510.03%
Other shareholders
SPDR SER TR shareholders Q3 2022
NameSharesValueWeighting ↓
INTEGRATED CAPITAL MANAGEMENT, INC. 312,958$9,842,5148.70%
Astoria Portfolio Advisors LLC. 562,521$17,528,1648.46%
ERTS Wealth Advisors, LLC 1,106,393$34,796,0708.38%
Buckingham Capital Management, Inc. 1,736,209$54,603,7748.32%
Flagstone Financial Management 577,959$18,176,8188.31%
Burt Wealth Advisors 699,832$22,009,7166.76%
Cherry Tree Wealth Management, LLC 710,795$22,354,5146.55%
FIDELITY D & D BANCORP INC 172,353$5,420,5025.57%
Hofer & Associates. Inc 164,719$5,180,4025.31%
Leicht Financial Planning & Wealth Management, Inc. 270,111$8,495,0075.24%
View complete list of SPDR SER TR shareholders