Betterment LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 404 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Betterment LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$361
-13.2%
11,476
-11.4%
0.00%0.0%
Q2 2023$416
-14.8%
12,949
-13.7%
0.00%
-50.0%
Q1 2023$488
-10.5%
15,007
-12.3%
0.00%0.0%
Q4 2022$545
-100.0%
17,114
-51.6%
0.00%
-50.0%
Q3 2022$1,154,0000.0%35,3620.0%0.00%0.0%
Q2 2022$1,154,000
+417.5%
35,362
+442.6%
0.00%
+300.0%
Q1 2022$223,000
-86.7%
6,517
-86.6%
0.00%
-93.3%
Q3 2017$1,680,000
-32.9%
48,676
-33.1%
0.02%
-42.3%
Q2 2017$2,505,000
-37.3%
72,805
-37.8%
0.03%
-45.8%
Q1 2017$3,997,000
-39.3%
117,114
-39.7%
0.05%
-50.5%
Q4 2016$6,589,000
+625.7%
194,317
+647.2%
0.10%
+546.7%
Q3 2016$908,000
+30.6%
26,006
+30.5%
0.02%
+7.1%
Q2 2016$695,000
+12.6%
19,925
+10.6%
0.01%
-6.7%
Q1 2016$617,000
+45.2%
18,018
+41.7%
0.02%
+15.4%
Q4 2015$425,000
+72.8%
12,718
+75.3%
0.01%
+44.4%
Q3 2015$246,000
+23.0%
7,253
+23.0%
0.01%0.0%
Q2 2015$200,000
+3233.3%
5,895
+3156.9%
0.01%
+800.0%
Q4 2014$6,0001810.00%
Other shareholders
SPDR SER TR shareholders Q2 2023
NameSharesValueWeighting ↓
GoalVest Advisory LLC 221,088$7,258,3193.19%
CGN Advisors LLC 369,673$12,136,3701.68%
ST GERMAIN D J CO INC 641,073$21,046,4271.10%
Systelligence, LLC 113,349$3,721,2481.02%
APPLETON PARTNERS INC/MA 230,020$7,5520.61%
JUNCTURE WEALTH STRATEGIES, LLC 16,865$553,6780.25%
Curbstone Financial Management Corp 12,720$417,5980.10%
Bartlett & Co. LLC 167,089$5,4910.09%
Anchor Investment Management, LLC 1,121$36,8020.00%
View complete list of SPDR SER TR shareholders