PERSONAL CFO SOLUTIONS, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 72 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
PERSONAL CFO SOLUTIONS, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2022$285,000
-4.7%
2,5000.0%0.06%0.0%
Q4 2021$299,000
+6.8%
2,5000.0%0.06%
-1.8%
Q3 2021$280,000
-0.4%
2,5000.0%0.06%
-1.7%
Q2 2021$281,000
+0.7%
2,5000.0%0.06%
-3.3%
Q1 2021$279,000
+16.7%
2,5000.0%0.06%
+1.7%
Q4 2020$239,000
-31.7%
2,500
-52.8%
0.06%
-53.2%
Q1 2020$350,000
-40.8%
5,300
-10.3%
0.13%
-25.4%
Q4 2019$591,000
-0.3%
5,910
-5.2%
0.17%
-28.4%
Q3 2019$593,0006,2330.24%
Other shareholders
SPDR SER TR shareholders Q2 2022
NameSharesValueWeighting ↓
Braun-Bostich & Associates Inc. 26,973$2,569,0002.57%
PACIFIC SUN FINANCIAL CORP 7,800$755,0000.78%
Ruggie Capital Group 15,960$1,520,0000.77%
Arcus Capital Partners, LLC 13,280$1,265,0000.62%
First Capital Advisors Group, LLC. 4,984$475,0000.32%
REILLY FINANCIAL ADVISORS, LLC 22,386$2,132,0000.30%
APPLETON PARTNERS INC/MA 18,468$1,759,0000.25%
CENTAURUS FINANCIAL, INC. 16,678$1,589,0000.22%
Capital Analysts, LLC 16,916$1,611,0000.19%
Sigma Planning Corp 23,349$2,224,0000.15%
View complete list of SPDR SER TR shareholders