Betterment LLC - SPDR SER TR ownership

SPDR SER TR's ticker is PSK and the CUSIP is 78464A292. A total of 167 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 42.33 and the average weighting 0.8%.

Quarter-by-quarter ownership
Betterment LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2023$781
-99.9%
23,000
+0.0%
0.00%0.0%
Q3 2022$824,0000.0%22,9960.0%0.00%0.0%
Q2 2022$824,000
+49.5%
22,996
+63.6%
0.00%0.0%
Q1 2020$551,000
+25.5%
14,059
+40.9%
0.00%
+50.0%
Q4 2019$439,000
+1.9%
9,9790.0%0.00%0.0%
Q3 2019$431,0000.0%9,9790.0%0.00%0.0%
Q2 2019$431,000
+1.2%
9,9790.0%0.00%
-33.3%
Q1 2019$426,000
+7.8%
9,9790.0%0.00%0.0%
Q4 2018$395,000
-7.1%
9,9790.0%0.00%0.0%
Q3 2018$425,000
-2.1%
9,9790.0%0.00%0.0%
Q2 2018$434,000
+1.6%
9,9790.0%0.00%0.0%
Q1 2018$427,000
-2.7%
9,9790.0%0.00%
-25.0%
Q4 2017$439,000
-1.6%
9,9790.0%0.00%0.0%
Q3 2017$446,000
-0.7%
9,9790.0%0.00%
-20.0%
Q2 2017$449,000
+2.7%
9,979
+0.3%
0.01%0.0%
Q1 2017$437,000
+6.6%
9,951
+1.7%
0.01%
-16.7%
Q4 2016$410,0009,7830.01%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
NewSquare Capital LLC 591,724$27,264,0006.49%
Prospera Financial Services Inc 437,196$20,144,0004.16%
INVESTMENT PARTNERS, LTD. 43,707$2,014,0002.01%
Steinberg Global Asset Management 174,436$8,037,0001.40%
Transamerica Financial Advisors, Inc. 290,805$13,400,0001.35%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 37,971$1,750,0000.82%
CWM, LLC 189,245$8,720,0000.64%
Regal Investment Advisors LLC 46,873$2,160,0000.59%
American Research & Management Co. 28,325$1,305,0000.50%
NEXT Financial Group, Inc 32,835$1,512,0000.48%
View complete list of SPDR SER TR shareholders