Capital Analysts, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 434 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Capital Analysts, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$140.0%479
+1.1%
0.00%0.0%
Q2 2023$140.0%474
+1.1%
0.00%0.0%
Q1 2023$140.0%469
+0.4%
0.00%0.0%
Q4 2022$14
-99.9%
467
+1.1%
0.00%0.0%
Q3 2022$14,0000.0%462
+0.4%
0.00%0.0%
Q2 2022$14,0000.0%460
+0.2%
0.00%0.0%
Q1 2022$14,0000.0%459
+0.2%
0.00%0.0%
Q4 2021$14,0000.0%458
+0.4%
0.00%0.0%
Q3 2021$14,000
-17.6%
456
-13.8%
0.00%0.0%
Q2 2021$17,000
-91.2%
529
-91.4%
0.00%
-92.3%
Q1 2021$194,000
-1.5%
6,181
-1.7%
0.01%
-23.5%
Q4 2020$197,000
+10.7%
6,288
+10.9%
0.02%0.0%
Q3 2020$178,000
+9.2%
5,670
+9.0%
0.02%0.0%
Q2 2020$163,000
+9.4%
5,200
+5.3%
0.02%
-5.6%
Q1 2020$149,000
+12.9%
4,936
+15.7%
0.02%
+38.5%
Q4 2019$132,000
+0.8%
4,267
-0.2%
0.01%
-7.1%
Q3 2019$131,000
+59.8%
4,277
+61.4%
0.01%
+55.6%
Q2 2019$82,000
+925.0%
2,650
+839.7%
0.01%
+800.0%
Q1 2019$8,000
-57.9%
282
-55.1%
0.00%
-50.0%
Q4 2018$19,000
-100.0%
628
-84.5%
0.00%
-92.0%
Q4 2015$122,816,000
-0.4%
4,0400.0%0.02%
+4.2%
Q3 2015$123,300,000
-0.3%
4,0400.0%0.02%
-4.0%
Q2 2015$123,624,0004,0400.02%
Other shareholders
SPDR SER TR shareholders Q3 2021
NameSharesValueWeighting ↓
Coulter & Justus Financial Services, LLC 639,835$19,022,00015.30%
Advocacy Wealth Management Services, LLC 2,693,637$80,082,00012.88%
Astor Investment Management LLC 1,324,800$39,386,00010.55%
TPG Financial Advisors, LLC 477,388$14,193,0009.51%
IRON Financial LLC 590,543$17,557,0009.19%
Cedar Mountain Advisors, LLC 860,330$25,578,0008.75%
Marion Wealth Management 554,010$16,471,0008.63%
Sunflower Bank, N.A. 1,430,451$42,527,0008.41%
PECAUT & CO. 493,506$14,672,0008.27%
Rodgers & Associates, LTD 1,395,072$41,475,0007.11%
View complete list of SPDR SER TR shareholders