Sowell Financial Services LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTS and the CUSIP is 78468R101. A total of 263 filers reported holding SPDR SER TR in Q4 2021. 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$611,0000.0%21,267
+0.2%
0.04%
+11.8%
Q2 2023$611,000
+97816.7%
21,233
-0.5%
0.03%
-29.2%
Q1 2023$624
+12.0%
21,346
+10.8%
0.05%
+33.3%
Q4 2022$557
-99.9%
19,270
+1.4%
0.04%
-34.5%
Q3 2022$549,000
+10.5%
18,997
+16.2%
0.06%
+96.4%
Q4 2021$497,000
+0.6%
16,346
+1.4%
0.03%
-15.2%
Q3 2021$494,0000.0%16,1210.0%0.03%0.0%
Q2 2021$494,000
-11.0%
16,121
-10.9%
0.03%
+73.7%
Q1 2021$555,000
+2.4%
18,088
+2.5%
0.02%
-17.4%
Q4 2020$542,000
-44.8%
17,651
-44.8%
0.02%
-53.1%
Q3 2020$982,000
-37.7%
31,996
-37.6%
0.05%
-43.7%
Q2 2020$1,575,000
+194.9%
51,258
+194.9%
0.09%
+117.5%
Q1 2020$534,000
+2.5%
17,383
-0.1%
0.04%0.0%
Q4 2019$521,000
-12.3%
17,400
-12.1%
0.04%
-18.4%
Q3 2019$594,000
-81.5%
19,795
-75.0%
0.05%
-89.5%
Q3 2018$3,206,00079,3100.46%
Other shareholders
SPDR SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
Model Capital Management LLC 11,708,294$358,625,00084.63%
M. Kulyk & Associates, LLC 1,777,136$54,434,00017.42%
TPG Financial Advisors, LLC 633,565$19,406,00012.81%
Municipal Employees' Retirement System of Michigan 24,433,260$748,392,00012.50%
Nelson Capital Management, LLC 1,574,792$48,236,0009.60%
Private Wealth Group, LLC 462,906$14,179,0009.36%
First Affirmative Financial Network 255,986$7,841,0008.07%
Better Money Decisions, LLC 313,155$9,592,0007.90%
LifeSteps Financial, Inc. 283,942$8,697,0006.65%
Spectrum Planning & Advisory Services Inc. 208,871$6,398,0006.27%
View complete list of SPDR SER TR shareholders