StrategIQ Financial Group, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPHY and the CUSIP is 78468R606. A total of 21 filers reported holding SPDR SER TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
StrategIQ Financial Group, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2020$200,000
-6.5%
7,553
-13.3%
0.04%
-22.4%
Q2 2020$214,000
-15.1%
8,713
-21.9%
0.06%
-25.6%
Q1 2020$252,000
-47.5%
11,155
-38.7%
0.08%
-37.1%
Q4 2019$480,000
-57.2%
18,204
-57.5%
0.12%
-60.9%
Q3 2019$1,122,000
-12.8%
42,865
-12.9%
0.32%
-15.0%
Q2 2019$1,287,000
-52.8%
49,214
-53.0%
0.37%
-55.5%
Q1 2019$2,727,000
-58.6%
104,782
-60.7%
0.84%
-62.8%
Q4 2018$6,584,000
-3.8%
266,681
-0.5%
2.26%
+4.0%
Q3 2018$6,847,000
+7.3%
267,952
+6.3%
2.17%
-1.6%
Q2 2018$6,379,000
+8.9%
251,971
+10.5%
2.21%
-5.0%
Q1 2018$5,857,000
-0.2%
228,082
+3.3%
2.32%
+1.6%
Q4 2017$5,867,000220,7232.28%
Other shareholders
SPDR SER TR shareholders Q4 2017
NameSharesValueWeighting ↓
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 11,053,400$247,817,22813.91%
SAM Advisors, LLC 537,297$12,046,2055.23%
Hilltop Partners LLC 510,611$11,447,9014.82%
Strategic Financial Planning, Inc. 225,424$5,054,0074.66%
Atlas Private Wealth Advisors 1,076,824$24,142,5244.56%
DT Investment Partners, LLC 1,092,066$24,484,1192.97%
Syntegra Private Wealth Group, LLC 768,465$17,228,9782.71%
Kohmann Bosshard Financial Services, LLC 666,453$14,941,8712.57%
Capital Analysts, LLC 1,714,239$38,4332.14%
Municipal Employees' Retirement System of Michigan 6,034,761$135,2991.88%
View complete list of SPDR SER TR shareholders