Capital Analysts, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 269 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.49 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 Q3 2022
NameSharesValueWeighting ↓
Peak Capital Management LLC 337,036$15,922,00017.03%
Wealthsimple US, Ltd. 252,172$11,913,00010.46%
WBI INVESTMENTS, LLC 1,098,659$51,900,0009.81%
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 1,965,000$92,826,0006.33%
Strategic Wealth Investment Group, LLC 71,276$3,367,0005.49%
NewSquare Capital LLC 501,374$23,685,0004.38%
S. R. Schill & Associates 123,103$5,815,0003.90%
Genesee Capital Advisors, LLC 77,901$3,680,0003.52%
Silicon Hills Wealth Management, LLC 53,822$2,543,0003.36%
Krilogy Financial LLC 366,732$17,324,0003.29%
View complete list of SPDR SER TR shareholders