StrategIQ Financial Group, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPHY and the CUSIP is 78468R606. A total of 69 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

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 Q1 2021
NameSharesValueWeighting ↓
Systelligence, LLC 197,301$4,836,0001.57%
Madden Advisory Services, Inc. 19,726$1,038,0001.08%
MA Private Wealth 137,958$3,381,0000.84%
Retirement Group, LLC 11,411$280,0000.17%
RFG Advisory, LLC 23,070$565,0000.09%
AlphaStar Capital Management, LLC 15,885$396,0000.08%
WRAPMANAGER INC 8,965$220,0000.08%
Institute for Wealth Management, LLC. 13,297$326,0000.08%
StrategIQ Financial Group, LLC 8,713$214,0000.06%
Capstone Financial Group, Inc. 1,941$48,0000.04%
View complete list of SPDR SER TR shareholders