IFP Advisors, Inc - SPDR SER TR ownership

SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 28 filers reported holding SPDR SER TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$15,080
-56.0%
725
-50.0%
0.00%0.0%
Q2 2023$34,245
+86.5%
1,450
+100.0%
0.00%0.0%
Q1 2023$18,360
+21757.1%
725
-77.2%
0.00%
-50.0%
Q4 2022$84
-99.9%
3,182
-2.1%
0.00%0.0%
Q3 2022$86,000
+115.0%
3,249
+127.8%
0.00%
+100.0%
Q2 2022$40,000
-44.4%
1,426
-46.5%
0.00%0.0%
Q1 2022$72,000
+132.3%
2,667
+118.1%
0.00%0.0%
Q4 2021$31,0000.0%1,223
+0.8%
0.00%0.0%
Q3 2021$31,0000.0%1,213
+0.6%
0.00%0.0%
Q2 2021$31,000
-36.7%
1,206
-36.1%
0.00%0.0%
Q1 2021$49,000
-35.5%
1,886
-34.5%
0.00%
-66.7%
Q4 2020$76,0000.0%2,878
+0.3%
0.00%
-40.0%
Q3 2020$76,0000.0%2,869
+0.3%
0.01%
-16.7%
Q2 2020$76,000
+3700.0%
2,861
+3567.9%
0.01%
Q4 2018$2,000
+100.0%
78
+47.2%
0.00%
Q3 2018$1,0000.0%53
+1.9%
0.00%
Q2 2018$1,000
-93.8%
52
-91.6%
0.00%
-100.0%
Q1 2018$16,0000.0%6200.0%0.00%0.0%
Q4 2017$16,0000.0%620
+0.3%
0.00%0.0%
Q3 2017$16,000
+1500.0%
618
+1371.4%
0.00%
Q2 2017$1,000
-50.0%
42
-34.4%
0.00%
Q1 2017$2,000
-66.7%
64
-71.0%
0.00%
Q4 2016$6,0000.0%221
+6.2%
0.00%
Q3 2016$6,0000.0%208
+2.5%
0.00%
Q2 2016$6,0002030.00%
Other shareholders
SPDR SER TR shareholders Q4 2017
NameSharesValueWeighting ↓
Capitol Family Office, Inc. 504,340$12,800,0008.78%
Financial Engines Advisors L.L.C. 116,885,017$2,966,542,0007.89%
Modera Wealth Management, LLC 7,048,670$178,896,0006.83%
KWB Wealth 1,607,385$40,795,0006.78%
Leicht Financial Planning & Wealth Management, Inc. 294,865$7,484,0004.27%
Concord Wealth Partners 675,033$17,132,0004.19%
Values First Advisors, Inc. 198,322$5,033,0002.98%
Chesapeake Wealth Management 307,030$7,792,0002.62%
Pinnacle Wealth Management Group, Inc. 121,732$3,090,0002.29%
Good Life Advisors, LLC 672,203$17,061,0002.07%
View complete list of SPDR SER TR shareholders