Sowell Financial Services LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTS and the CUSIP is 78468R101. A total of 326 filers reported holding SPDR SER TR in Q2 2023. 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
Q2 2024$577,000
+1.4%
19,985
+1.6%
0.03%
+3.7%
Q1 2024$569,000
-8.2%
19,663
-7.9%
0.03%
-20.6%
Q4 2023$620,000
+1.5%
21,355
+0.4%
0.03%
-10.5%
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 Q2 2023
NameSharesValueWeighting ↓
M. Kulyk & Associates, LLC 1,687,803$51,748,00019.32%
Municipal Employees' Retirement System of Michigan 25,603,639$785,008,00013.16%
Private Wealth Group, LLC 572,369$17,549,00012.53%
Nelson Capital Management, LLC 1,466,605$44,966,0009.62%
Better Money Decisions, LLC 282,543$8,663,0008.94%
Tempus Wealth Planning, LLC 234,180$7,180,0007.60%
Spectrum Planning & Advisory Services Inc. 220,952$6,774,0006.96%
Mach-1 Financial Group, LLC 266,753$8,178,0006.65%
Aries Wealth Management 476,110$14,598,0006.56%
LifeSteps Financial, Inc. 246,446$7,556,0006.31%
View complete list of SPDR SER TR shareholders