Sowell Financial Services LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 223 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Sowell Financial Services LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$2,956,000
+15.9%
121,450
+20.8%
0.19%
+31.0%
Q2 2023$2,550,000
+189773.4%
100,497
+93.0%
0.14%
+36.5%
Q1 2023$1,343
-40.0%
52,070
-41.5%
0.10%
-28.3%
Q4 2022$2,237
-99.9%
89,022
-2.1%
0.14%
-36.7%
Q3 2022$2,269,000
+309.6%
90,937
+386.1%
0.23%
+615.6%
Q4 2021$554,000
-18.3%
18,706
-17.7%
0.03%
-30.4%
Q3 2021$678,000
+2.9%
22,719
+3.5%
0.05%
+4.5%
Q2 2021$659,000
-43.5%
21,959
-43.8%
0.04%
+7.3%
Q1 2021$1,167,000
-3.4%
39,075
-0.4%
0.04%
-21.2%
Q4 2020$1,208,000
+1.7%
39,248
+1.8%
0.05%
-11.9%
Q3 2020$1,188,000
-37.2%
38,570
-37.1%
0.06%
-43.3%
Q2 2020$1,893,000
+41.1%
61,337
+38.1%
0.10%
+5.1%
Q1 2020$1,342,000
-9.9%
44,408
-12.4%
0.10%
-13.2%
Q4 2019$1,490,000
-18.7%
50,709
-18.0%
0.11%
-24.5%
Q3 2019$1,833,000
+44.8%
61,843
+39.4%
0.15%
+7.1%
Q1 2019$1,266,000
+0.6%
44,361
-1.8%
0.14%
-20.8%
Q4 2018$1,258,000
-40.7%
45,154
-40.7%
0.18%
-60.5%
Q2 2018$2,123,000
-42.9%
76,082
-43.3%
0.45%
-51.5%
Q1 2018$3,719,000
-6.0%
134,079
-3.4%
0.93%
-3.9%
Q4 2017$3,956,000
-18.1%
138,761
-17.4%
0.97%
-23.3%
Q3 2017$4,831,000
-3.4%
167,981
+93.7%
1.26%
-11.3%
Q2 2017$5,001,000
-17.9%
86,709
-17.9%
1.42%
-21.0%
Q1 2017$6,088,000
-5.3%
105,661
-6.6%
1.80%
-16.5%
Q4 2016$6,430,000113,0702.15%
Other shareholders
SPDR SER TR shareholders Q1 2019
NameSharesValueWeighting ↓
Willow Creek Wealth Management Inc. 3,017,193$90,063,00019.96%
RESTON WEALTH MANAGEMENT LLC 1,116,088$33,315,00017.35%
SENTINEL PENSION ADVISORS INC 1,479,915$44,175,00015.04%
TOBIAS FINANCIAL ADVISORS, INC. 1,257,180$37,527,00014.03%
Astoria Strategic Wealth, Inc. 946,985$28,268,00012.62%
WALLER FINANCIAL PLANNING GROUP, INC 1,448,839$43,248,00011.49%
Trinity Wealth Management, LLC 480,943$14,356,00010.86%
Boston Standard Wealth Management, LLC 1,173,975$35,043,000,00010.47%
Weitzel Financial Services, Inc. 525,873$15,723,602,00010.20%
Financial Strategies Group, Inc. 749,600$22,376,00010.00%
View complete list of SPDR SER TR shareholders