Sowell Financial Services LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTI and the CUSIP is 78464A672. A total of 145 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Sowell Financial Services LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,750,000
+21.9%
63,556
+25.2%
0.11%
+37.5%
Q2 2023$1,436,000
+56324.4%
50,776
-42.3%
0.08%
-59.2%
Q1 2023$2,545
+625.1%
87,942
+607.8%
0.20%
+752.2%
Q4 2022$351
-100.0%
12,425
-70.7%
0.02%
-70.5%
Q4 2021$1,359,000
+1427.0%
42,395
+1440.5%
0.08%
+2500.0%
Q1 2021$89,000
-8.2%
2,752
-6.6%
0.00%
-25.0%
Q4 2020$97,000
-19.2%
2,947
-18.7%
0.00%
-33.3%
Q3 2020$120,000
-98.7%
3,623
-98.7%
0.01%
-98.8%
Q2 2020$9,204,000
+10359.1%
277,051
+10295.9%
0.51%
+7128.6%
Q1 2020$88,000
+7.3%
2,6650.0%0.01%
+16.7%
Q4 2019$82,000
+925.0%
2,665
+917.2%
0.01%
+500.0%
Q3 2019$8,0002620.00%
Other shareholders
SPDR SER TR shareholders Q3 2020
NameSharesValueWeighting ↓
Wela Strategies, Inc. 734,098$20,73111.64%
Boyd Wealth Management, LLC 498,103$14,066,42310.33%
O'Brien Wealth Partners LLC 773,779$21,851,5268.68%
Beacon Bridge Wealth Partners, LLC 374,134$10,565,5447.68%
Onyx Bridge Wealth Group LLC 635,812$18,254,1667.42%
Flagstone Financial Management 414,433$11,703,6007.13%
US FINANCIAL ADVISORS, LLC 465,021$13,132,2036.59%
S. R. Schill & Associates 450,444$12,720,5346.34%
STEPHENS GROUP ASSET MANAGEMENT, LLC 1,761,609$49,747,8385.66%
Municipal Employees' Retirement System of Michigan 10,499,797$296,5144.79%
View complete list of SPDR SER TR shareholders