Vontobel Swiss Wealth Advisors AG - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 366 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Vontobel Swiss Wealth Advisors AG ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2021$784,000
-5.8%
25,063
-5.6%
0.40%
-13.1%
Q1 2021$832,000
-21.1%
26,563
-21.0%
0.46%
-22.7%
Q4 2020$1,055,000
-38.0%
33,613
-38.0%
0.60%
-49.5%
Q3 2020$1,701,000
-1.1%
54,238
-1.2%
1.19%
+5.1%
Q2 2020$1,720,000
-5.9%
54,893
-9.2%
1.13%
-18.8%
Q1 2020$1,828,000
-23.3%
60,424
-21.8%
1.39%
-10.6%
Q4 2019$2,382,000
-1.9%
77,240
-1.8%
1.56%
-0.5%
Q3 2019$2,428,000
-17.2%
78,690
-17.4%
1.56%
-0.5%
Q2 2019$2,933,000
-2.8%
95,295
-3.9%
1.57%
-52.0%
Q1 2019$3,019,000
-4.8%
99,200
-6.1%
3.28%
+39.0%
Q4 2018$3,172,000
-14.9%
105,672
-14.8%
2.36%
+8.0%
Q3 2018$3,729,000
-2.2%
124,006
-1.9%
2.18%
+0.9%
Q2 2018$3,813,000
-2.9%
126,425
-2.7%
2.16%
+4.5%
Q1 2018$3,925,000
+1.1%
129,963
+1.6%
2.07%
-9.4%
Q4 2017$3,882,000
+3.3%
127,874
+4.1%
2.28%
-0.3%
Q3 2017$3,759,000
+1.6%
122,818
+1.7%
2.29%
-2.6%
Q2 2017$3,701,000
+2.0%
120,803
+1.9%
2.35%
+19.7%
Q1 2017$3,628,000
+13.5%
118,518
+13.2%
1.96%
+0.1%
Q4 2016$3,197,000
+1.1%
104,721
+1.9%
1.96%
+15.8%
Q3 2016$3,163,000
-2.8%
102,792
-12.5%
1.70%
-12.2%
Q2 2016$3,255,000
-3.9%
117,497
+6.3%
1.93%
+7.2%
Q1 2016$3,387,000
+8.3%
110,582
+7.5%
1.80%
-2.2%
Q4 2015$3,128,0000.0%102,897
-1.9%
1.84%
-14.3%
Q3 2015$3,128,000
-4.7%
104,886
-12.2%
2.15%
-2.2%
Q2 2015$3,282,000
+17.8%
119,500
+31.8%
2.20%
+16.0%
Q1 2015$2,787,000
+6.8%
90,650
+6.2%
1.90%
-0.6%
Q4 2014$2,610,00085,3301.91%
Other shareholders
SPDR SER TR shareholders Q1 2020
NameSharesValueWeighting ↓
Walker Financial Services, Inc. 683,647$20,256,47120.88%
Signify Wealth 505,474$14,850,82613.00%
Advocacy Wealth Management Services, LLC 3,011,250$88,470,53211.69%
Coulter & Justus Financial Services, LLC 569,554$16,733,49811.37%
Astor Investment Management LLC 1,187,624$34,892,39710.67%
Sunflower Bank, N.A. 1,576,560$46,31910.08%
Flagstone Financial Management 536,776$15,770,4839.60%
PECAUT & CO. 616,555$18,114,3868.60%
Litman Gregory Wealth Management LLC 2,074,023$60,934,7938.51%
IRON Financial LLC 497,405$14,613,7608.39%
View complete list of SPDR SER TR shareholders