FormulaFolio Investments, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 131 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
FormulaFolio Investments, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2021$090.0%0.00%
Q1 2021$0
-100.0%
9
-100.0%
0.00%
-100.0%
Q4 2020$5,555,000
+22.0%
210,274
+23.0%
0.12%
-33.7%
Q3 2020$4,553,000
-38.9%
170,916
-38.6%
0.18%
-42.4%
Q2 2020$7,453,000
+81.8%
278,219
+81.1%
0.30%
+38.8%
Q1 2020$4,100,000
+305.9%
153,619
+296.9%
0.22%
+508.3%
Q4 2019$1,010,000
+33.4%
38,700
+34.2%
0.04%
+24.1%
Q3 2019$757,00028,8280.03%
Other shareholders
SPDR SER TR shareholders Q3 2021
NameSharesValueWeighting ↓
Financial Engines Advisors L.L.C. 126,799,083$2,897,359,0008.83%
KWB Wealth 1,390,929$31,783,0006.12%
Redwood Financial Network Corp 206,083$4,709,0005.14%
Leicht Financial Planning & Wealth Management, Inc. 253,435$5,791,0003.92%
Concord Wealth Partners 601,254$13,739,0003.77%
Chesapeake Wealth Management 294,575$6,731,0002.88%
TOWNSQUARE CAPITAL LLC 4,075,275$93,120,0002.64%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 5,399,160$122,835,0001.71%
Values First Advisors, Inc. 100,493$2,296,0001.63%
KARLINSKI ANDREW C 35,615$814,0001.20%
View complete list of SPDR SER TR shareholders