Private Advisory Group LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 194 filers reported holding SPDR SER TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Private Advisory Group LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2022$3,733,000
-43.7%
123,908
-42.2%
0.73%
-41.6%
Q4 2021$6,636,000
-0.8%
214,285
+0.1%
1.25%
-23.3%
Q3 2021$6,688,000
+55.1%
214,010
+55.3%
1.63%
+50.3%
Q2 2021$4,313,000
+1.4%
137,791
+1.4%
1.09%
-11.0%
Q1 2021$4,254,000
+130.9%
135,858
+131.5%
1.22%
+100.3%
Q4 2020$1,842,000
-22.8%
58,675
-22.8%
0.61%
-36.6%
Q3 2020$2,385,000
+3.1%
76,022
+3.0%
0.96%
+1.4%
Q2 2020$2,313,000
-7.9%
73,796
-11.1%
0.95%
-26.0%
Q1 2020$2,511,000
+0.3%
82,998
+2.3%
1.28%
+27.9%
Q4 2019$2,503,000
-22.6%
81,158
-22.6%
1.00%
-29.6%
Q3 2019$3,235,000
+28.2%
104,858
+27.9%
1.42%
+22.8%
Q2 2019$2,523,000
+262.5%
81,954
+261.2%
1.16%
+180.8%
Q3 2017$696,000
-81.8%
22,692
-81.9%
0.41%
-82.0%
Q2 2017$3,833,000
-46.0%
125,098
-46.0%
2.28%
-52.0%
Q1 2017$7,095,000231,8004.76%
Other shareholders
SPDR SER TR shareholders Q3 2017
NameSharesValueWeighting ↓
Walker Financial Services, Inc. 833,827$24,447,79823.76%
Advocacy Wealth Management Services, LLC 3,559,995$104,379,05611.61%
Flagstone Financial Management 815,069$23,897,79410.93%
Coulter & Justus Financial Services, LLC 465,568$13,650,4519.93%
Obsidian Personal Planning Solutions LLC 393,722$11,543,9309.86%
CAPITAL WEALTH MANAGEMENT, LLC 584,486$17,137,1309.40%
Concord Wealth Partners 1,105,607$32,416,3926.89%
Litman Gregory Wealth Management LLC 2,109,966$61,864,1996.38%
Rodgers & Associates, LTD 1,390,202$40,760,7256.16%
Cedar Mountain Advisors, LLC 699,699$20,515,1696.05%
View complete list of SPDR SER TR shareholders