Pensionmark Financial Group, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is PSK and the CUSIP is 78464A292. A total of 196 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Pensionmark Financial Group, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$772,710
-3.0%
23,8050.0%0.15%
-0.6%
Q2 2023$796,753
-1.4%
23,8050.0%0.15%
-8.3%
Q1 2023$808,418
+3.5%
23,8050.0%0.17%
-6.1%
Q4 2022$781,280
-5.9%
23,8050.0%0.18%
-9.1%
Q3 2022$830,000
-10.0%
23,8050.0%0.20%
+1.5%
Q2 2022$922,000
-0.8%
23,8050.0%0.19%
+0.5%
Q1 2022$929,000
-0.5%
23,8050.0%0.19%
-1.0%
Q4 2021$934,000
-9.8%
23,8050.0%0.20%
-16.7%
Q3 2021$1,035,000
-1.7%
23,8050.0%0.23%
-2.9%
Q2 2021$1,053,000
+3.0%
23,8050.0%0.24%
-2.0%
Q1 2021$1,022,000
-4.2%
23,805
-3.9%
0.25%
-8.9%
Q4 2020$1,067,000
-0.9%
24,7800.0%0.27%
-26.8%
Q3 2020$1,077,000
+0.3%
24,7800.0%0.37%
-1.9%
Q2 2020$1,074,000
+10.6%
24,7800.0%0.38%
-16.6%
Q1 2020$971,000
-11.0%
24,7800.0%0.45%
+5.9%
Q4 2019$1,091,000
-0.3%
24,7800.0%0.43%
-9.2%
Q3 2019$1,094,000
+0.6%
24,7800.0%0.47%
-2.3%
Q2 2019$1,088,000
+2.8%
24,7800.0%0.48%
-0.4%
Q1 2019$1,058,000
+8.0%
24,7800.0%0.48%
+9.5%
Q4 2018$980,00024,7800.44%
Other shareholders
SPDR SER TR shareholders Q4 2022
NameSharesValueWeighting ↓
USA FINANCIAL FORMULAS 383,147$17,121,0006.92%
Steinberg Global Asset Management 175,304$7,833,0001.53%
USCA RIA LLC 123,407$5,514,0001.19%
Crosspoint Capital Strategies, LLC 92,732$4,060,0001.07%
American Research & Management Co. 35,325$1,578,0000.67%
INVESTMENT PARTNERS, LTD. 11,695$523,0000.63%
Regal Investment Advisors LLC 49,447$2,209,0000.57%
NEXT Financial Group, Inc 27,908$1,247,0000.46%
Windsor Capital Management, LLC 14,566$650,0000.40%
OPTIMUM INVESTMENT ADVISORS 18,495$826,0000.32%
View complete list of SPDR SER TR shareholders