Capital Analysts, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 222 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Capital Analysts, LLC ownership history of SPDR SER TR
ValueSharesWeighting
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 Q4 2020
NameSharesValueWeighting ↓
AllGen Financial Advisors, Inc. 793,443$20,748,52514.76%
Nan Shan Life Insurance Co., Ltd. 10,956,900$286,522,9357.82%
Donoghue Forlines LLC 797,025$20,842,2047.42%
O'Brien Wealth Partners LLC 893,258$23,358,6946.70%
Goodman Advisory Group, LLC 563,876$14,745,3755.51%
Buttonwood Financial Group, LLC 266,454$6,589,3764.81%
PEAK FINANCIAL ADVISORS LLC 169,530$4,433,2164.79%
Strategic Wealth Investment Group, LLC 919,357$24,041,1954.36%
Snider Financial Group 248,124$6,488,4403.14%
Robinson Value Management, Ltd. 156,624$4,095,7183.05%
View complete list of SPDR SER TR shareholders