Capital Analysts, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is PSK and the CUSIP is 78464A292. A total of 200 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Capital Analysts, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$1
-100.0%
35
-83.6%
0.00%
-100.0%
Q2 2021$9,0000.0%2140.0%0.00%0.0%
Q1 2021$9,000
-10.0%
2140.0%0.00%0.0%
Q4 2020$10,000
+11.1%
2140.0%0.00%0.0%
Q3 2020$9,0000.0%2140.0%0.00%0.0%
Q2 2020$9,000
+12.5%
2140.0%0.00%0.0%
Q1 2020$8,000
-11.1%
2140.0%0.00%0.0%
Q4 2019$9,0000.0%2140.0%0.00%0.0%
Q3 2019$9,0000.0%2140.0%0.00%0.0%
Q2 2019$9,0000.0%2140.0%0.00%0.0%
Q1 2019$9,000
+12.5%
2140.0%0.00%0.0%
Q4 2018$8,000
-99.9%
214
-50.0%
0.00%0.0%
Q3 2018$9,131,000
+101355.6%
428
+100.0%
0.00%0.0%
Q2 2018$9,0002140.00%
Other shareholders
SPDR SER TR shareholders Q4 2020
NameSharesValueWeighting ↓
Chessman Wealth Strategies RIA 241,913$10,313,0009.07%
INVESTMENT PARTNERS, LTD. 37,695$4,558,0002.53%
Strategic Wealth Partners, Ltd. 102,040$4,350,0002.32%
NewSquare Capital LLC 219,315$9,349,0001.78%
Diligent Investors, LLC 65,932$2,811,0001.54%
Stonehearth Capital Management, LLC 41,275$1,760,0001.34%
SWS Partners 38,807$1,654,0001.05%
Allworth Financial LP 436,769$18,619,0000.84%
Windsor Capital Management, LLC 35,354$1,507,0000.68%
1834 INVESTMENT ADVISORS CO 82,522$3,518,0000.51%
View complete list of SPDR SER TR shareholders