Sowell Financial Services 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
Sowell Financial Services LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,255,000
+4.3%
48,000
+19.3%
0.08%
+17.9%
Q2 2023$1,203,000
+165147.3%
40,250
+70.8%
0.07%
+19.6%
Q1 2023$728
-41.9%
23,562
-45.4%
0.06%
-30.9%
Q4 2022$1,254
-99.8%
43,188
+67.2%
0.08%
+5.2%
Q3 2022$766,000
-46.5%
25,836
-23.9%
0.08%
-6.1%
Q4 2021$1,431,000
+0.8%
33,956
-1.2%
0.08%
-14.6%
Q3 2021$1,419,000
+5.0%
34,369
+5.1%
0.10%
+6.7%
Q2 2021$1,351,000
-45.9%
32,710
-47.4%
0.09%
+3.4%
Q1 2021$2,497,000
-20.8%
62,211
-10.9%
0.09%
-35.6%
Q4 2020$3,151,000
-16.1%
69,832
-13.1%
0.14%
-28.2%
Q3 2020$3,756,000
-7.9%
80,351
-7.5%
0.19%
-16.1%
Q2 2020$4,076,000
+38.1%
86,900
+39.0%
0.22%
+2.8%
Q1 2020$2,952,000
+139.8%
62,496
+97.3%
0.22%
+131.9%
Q4 2019$1,231,000
+21.6%
31,671
+28.4%
0.09%
+11.9%
Q3 2019$1,012,000
+5.9%
24,667
-6.1%
0.08%
-21.5%
Q1 2019$956,000
+194.2%
26,278
+183.5%
0.11%
+132.6%
Q4 2018$325,0009,2690.05%
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