Capital Analysts, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 200 filers reported holding SPDR SER TR in Q2 2020. 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
Q2 2024$4
+33.3%
161
+49.1%
0.00%
Q1 2024$30.0%1080.0%0.00%
Q4 2023$3
+200.0%
108
+200.0%
0.00%
Q3 2023$1
-66.7%
36
-66.4%
0.00%
Q2 2023$30.0%1070.0%0.00%
Q1 2023$30.0%1070.0%0.00%
Q4 2022$3
-99.9%
1070.0%0.00%
Q3 2022$3,000
-25.0%
107
+0.9%
0.00%
Q2 2022$4,0000.0%1060.0%0.00%
Q1 2022$4,0000.0%1060.0%0.00%
Q4 2021$4,0000.0%1060.0%0.00%
Q3 2021$4,000
+100.0%
106
+178.9%
0.00%
Q2 2021$2,000
+100.0%
380.0%0.00%
Q1 2021$1,000
-96.2%
38
-93.4%
0.00%
-100.0%
Q4 2020$26,000
-10.3%
577
-6.2%
0.00%
-33.3%
Q3 2020$29,000
-6.5%
615
-5.5%
0.00%0.0%
Q2 2020$31,0000.0%651
+0.5%
0.00%
-25.0%
Q1 2020$31,000
-16.2%
648
-32.6%
0.00%0.0%
Q4 2019$37,000
-68.6%
962
-66.8%
0.00%
-66.7%
Q3 2019$118,000
-99.1%
2,894
-99.2%
0.01%
-99.2%
Q2 2019$13,760,000360,5881.50%
Other shareholders
SPDR SER TR shareholders Q2 2020
NameSharesValueWeighting ↓
MASON STREET ADVISORS, LLC 3,700,000$100,714,00013.55%
R. W. Roge & Company, Inc. 464,998$12,6577.23%
Nan Shan Life Insurance Co., Ltd. 10,956,900$298,246,8187.05%
ERTS Wealth Advisors, LLC 1,107,915$30,157,4496.06%
Voya Financial Advisors, Inc. 1,871,527$51,766,4265.85%
Strategic Wealth Investment Group, LLC 1,501,317$40,070,1395.06%
Advocacy Wealth Management Services, LLC 2,187,692$59,548,9764.91%
One Day In July LLC 1,425,146$38,792,4784.84%
Municipal Employees' Retirement System of Michigan 12,764,462$347,4494.82%
O'Brien Wealth Partners LLC 765,444$20,835,3744.68%
View complete list of SPDR SER TR shareholders