Anchor Investment Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 347 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

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 Q1 2021
NameSharesValueWeighting ↓
INTEGRATED CAPITAL MANAGEMENT, INC. 325,829$11,899,0009.73%
Amtrust Financial Services, Inc. 270,400$9,875,0009.60%
Adams Wealth Management 505,842$18,473,0006.98%
Focused Wealth Management, Inc 1,112,910$40,643,0006.63%
DeGreen Capital Management LLC 523,267$19,110,0006.34%
Occidental Asset Management, LLC 572,789$20,918,0005.42%
TRUEFG, LLC 296,229$10,753,0004.88%
Leicht Financial Planning & Wealth Management, Inc. 210,066$7,726,0004.64%
ERTS Wealth Advisors, LLC 185,623$15,214,0003.99%
Allianz Investment Management U.S. LLC 1,625,340$59,374,0003.98%
View complete list of SPDR SER TR shareholders