Capital Analysts, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 79 filers reported holding SPDR SER TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Capital Analysts, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$13,703
+14.9%
435,715
+17.4%
0.76%
+15.1%
Q2 2023$11,921
+2.9%
371,248
+4.1%
0.66%
-0.2%
Q1 2023$11,583
+6.6%
356,508
+4.5%
0.66%0.0%
Q4 2022$10,864
-99.9%
341,308
+7.5%
0.66%
-3.2%
Q3 2022$9,942,000
-0.9%
317,412
+3.3%
0.68%
-1.7%
Q2 2022$10,031,000
+1.5%
307,420
+6.3%
0.70%
+11.3%
Q1 2022$9,881,000
-7.3%
289,323
-1.9%
0.63%
-3.2%
Q4 2021$10,664,000
+1.0%
295,005
+2.1%
0.65%
-6.6%
Q3 2021$10,555,000
+0.2%
289,028
+0.7%
0.69%
-2.0%
Q2 2021$10,530,000
-3.8%
286,913
-4.9%
0.71%
-6.5%
Q1 2021$10,942,000
-0.9%
301,849
+1.6%
0.76%
-22.0%
Q4 2020$11,041,000
+3.1%
296,970
+2.0%
0.97%
-4.7%
Q3 2020$10,704,000
+9.0%
291,194
+8.3%
1.02%
-1.5%
Q2 2020$9,820,000
+10.6%
268,829
+3.0%
1.03%
-5.2%
Q1 2020$8,877,000
-7.9%
261,007
-4.4%
1.09%
+14.3%
Q4 2019$9,640,000
+1.6%
273,003
+1.5%
0.95%
-4.9%
Q3 2019$9,485,000
+3.1%
268,855
+2.0%
1.00%
-0.1%
Q2 2019$9,204,000
+5.5%
263,508
+3.2%
1.00%
-0.5%
Q1 2019$8,722,000
+7.9%
255,277
+4.4%
1.01%
-5.1%
Q4 2018$8,083,000
-99.9%
244,634
-49.9%
1.06%
+14.4%
Q3 2018$8,144,634,000
+135743800.0%
488,678
+271387.8%
0.93%
+92700.0%
Q1 2018$6,000
-100.0%
180
-87.6%
0.00%
-90.0%
Q2 2015$49,252,0001,4500.01%
Other shareholders
SPDR SER TR shareholders Q3 2015
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 1,723,588$58,981,0009.17%
MISSION WEALTH MANAGEMENT, LP 1,312,731$44,921,0007.69%
Wealth Alliance Advisory Group, LLC 184,550$6,315,0005.67%
Eagle Ridge Investment Management 505,173$17,287,0002.67%
Jackson Wealth Management, LLC 265,506$9,064,0002.30%
Charles Schwab Investment Advisory, Inc. 18,688,939$639,535,0002.30%
Wellesley Investment Partners, LLC 352,084$12,048,0002.28%
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 5,783,330$197,906,0002.26%
Braun-Bostich & Associates Inc. 74,822$2,560,0002.17%
Probity Advisors, Inc. 168,609$5,769,0002.02%
View complete list of SPDR SER TR shareholders