Bellecapital International Ltd. - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 19 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Bellecapital International Ltd. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$543,124
-0.4%
18,5240.0%0.14%
+3.0%
Q2 2023$545,347
-5.3%
18,524
-4.7%
0.13%
-7.7%
Q1 2023$575,829
+14.9%
19,434
+13.9%
0.14%
+1.4%
Q4 2022$501,076
+0.6%
17,0550.0%0.14%
-7.2%
Q3 2022$498,000
-1.8%
17,0550.0%0.15%
+7.8%
Q2 2022$507,000
-1.4%
17,0550.0%0.14%
-13.5%
Q1 2022$514,000
-2.7%
17,0550.0%0.16%
+8.7%
Q4 2021$528,000
+13.3%
17,055
+14.3%
0.15%
+5.6%
Q3 2021$466,000
+87.9%
14,922
+88.1%
0.14%
+89.3%
Q2 2021$248,0000.0%7,9350.0%0.08%
-2.6%
Q1 2021$248,000
+13.2%
7,935
+13.6%
0.08%
+5.5%
Q4 2020$219,000
-13.8%
6,985
-13.7%
0.07%
-37.1%
Q3 2020$254,000
-12.4%
8,096
-12.4%
0.12%
-14.7%
Q2 2020$290,000
+3.6%
9,2460.0%0.14%
-24.0%
Q1 2020$280,000
-27.5%
9,246
-26.1%
0.18%
-9.6%
Q4 2019$386,000
-4.5%
12,506
-4.6%
0.20%
-18.2%
Q3 2019$404,000
-8.4%
13,106
-8.6%
0.24%
-11.7%
Q2 2019$441,000
+0.7%
14,3360.0%0.27%
-1.8%
Q1 2019$438,000
+31.5%
14,336
+29.9%
0.28%
+17.7%
Q4 2018$333,00011,0360.24%
Other shareholders
SPDR SER TR shareholders Q4 2023
NameSharesValueWeighting ↓
Compass Financial Group, Inc. 368,292$11,251,00011.13%
Titan Capital Management, LLC /TX 342,777$10,472,00010.71%
Great Point Wealth Advisors, LLC 400,225$12,226,00010.38%
TPG Financial Advisors, LLC 343,224$10,451,00010.10%
Hirtle Callaghan & Co LLC 4,066,167$124,221,00010.07%
Asset Planning Services, Ltd. 653,722$19,971,0009.44%
Baystate Wealth Management LLC 2,037,831$62,175,0008.23%
Occidental Asset Management, LLC 526,614$16,088,0007.74%
NICOLET ADVISORY SERVICES, LLC 1,454,767$44,443,0007.54%
MBM Wealth Consultants, LLC 251,358$7,679,0006.73%
View complete list of SPDR SER TR shareholders