Anchor Investment Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 274 filers reported holding SPDR SER TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Anchor Investment Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2023$36,802
+4.4%
1,1210.0%0.00%
-20.0%
Q3 2023$35,255
-2.1%
1,1210.0%0.01%0.0%
Q2 2023$35,995
-1.2%
1,1210.0%0.01%0.0%
Q1 2023$36,421
+2.1%
1,1210.0%0.01%0.0%
Q4 2022$35,681
+1.6%
1,1210.0%0.01%0.0%
Q3 2022$35,110
-4.0%
1,1210.0%0.01%0.0%
Q2 2022$36,578
-4.5%
1,1210.0%0.01%0.0%
Q1 2022$38,282
-5.5%
1,1210.0%0.01%0.0%
Q4 2021$40,524
-1.0%
1,1210.0%0.01%
-16.7%
Q3 2021$40,939
-0.5%
1,1210.0%0.01%0.0%
Q2 2021$41,141
+1.2%
1,1210.0%0.01%0.0%
Q1 2021$40,636
-2.5%
1,1210.0%0.01%
-14.3%
Q4 2020$41,679
+1.1%
1,1210.0%0.01%
-12.5%
Q3 2020$41,208
+0.6%
1,1210.0%0.01%
-11.1%
Q2 2020$40,950
+7.4%
1,1210.0%0.01%
-10.0%
Q1 2020$38,125
-3.7%
1,1210.0%0.01%
+25.0%
Q4 2019$39,583
+0.1%
1,1210.0%0.01%
-11.1%
Q3 2019$39,549
+1.0%
1,1210.0%0.01%0.0%
Q2 2019$39,157
+2.2%
1,1210.0%0.01%
-10.0%
Q1 2019$38,305
+3.4%
1,1210.0%0.01%
-9.1%
Q4 2018$37,038
-0.8%
1,1210.0%0.01%
+22.2%
Q3 2018$37,329
+0.0%
1,1210.0%0.01%0.0%
Q2 2018$37,318
-0.7%
1,1210.0%0.01%
-10.0%
Q1 2018$37,598
-2.0%
1,1210.0%0.01%0.0%
Q4 2017$38,361
-0.8%
1,1210.0%0.01%
-9.1%
Q3 2017$38,686
+0.3%
1,1210.0%0.01%
-15.4%
Q2 2017$38,574
+0.8%
1,1210.0%0.01%0.0%
Q1 2017$38,260
+0.6%
1,1210.0%0.01%
-7.1%
Q4 2016$38,013
-2.9%
1,1210.0%0.01%
-6.7%
Q3 2016$39,134
+0.1%
1,1210.0%0.02%0.0%
Q2 2016$39,112
+1.8%
1,1210.0%0.02%
-6.2%
Q1 2016$38,4171,1210.02%
Other shareholders
SPDR SER TR shareholders Q2 2019
NameSharesValueWeighting ↓
INTEGRATED CAPITAL MANAGEMENT, INC. 617,653$20,407,00019.12%
Great Point Wealth Advisors, LLC 417,669$13,799,00013.05%
PARK AVENUE SECURITIES LLC 1,517,110$50,398,0007.73%
DeGreen Capital Management LLC 424,098$140,122,0007.67%
TPG Financial Advisors, LLC 194,565$6,428,0006.98%
ALLIANZ INVESTMENT MANAGEMENT LLC 2,000,000$66,080,0006.70%
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 1,175,935$38,853,0006.43%
WRAPMANAGER INC 498,613$16,474,0005.84%
Occidental Asset Management, LLC 255,770$8,451,0004.78%
Willow Creek Wealth Management Inc. 222,318$7,345,0003.90%
View complete list of SPDR SER TR shareholders