Mutual Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 353 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Mutual Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$523,059
+69.9%
16,631
+73.5%
0.02%
+66.7%
Q2 2023$307,839
-0.6%
9,587
+0.6%
0.01%
-7.7%
Q1 2023$309,662
+3.7%
9,531
+1.6%
0.01%0.0%
Q4 2022$298,470
-65.8%
9,377
-66.3%
0.01%
-71.1%
Q3 2022$872,000
+251.6%
27,838
+283.8%
0.04%
+221.4%
Q1 2022$248,000
-56.0%
7,253
-53.5%
0.01%
-53.3%
Q4 2021$564,000
-17.3%
15,595
-16.4%
0.03%
-25.0%
Q3 2021$682,000
-11.3%
18,665
-10.9%
0.04%
-13.0%
Q2 2021$769,000
-57.8%
20,944
-58.4%
0.05%
-63.2%
Q1 2021$1,823,000
-50.4%
50,298
-49.1%
0.12%
-54.2%
Q4 2020$3,675,000
+27.1%
98,846
+25.7%
0.27%
+8.8%
Q3 2020$2,892,000
+15.4%
78,661
+14.6%
0.25%
+2.0%
Q2 2020$2,507,000
+12.2%
68,635
+4.5%
0.25%
-18.8%
Q1 2020$2,234,000
+48.7%
65,672
+54.4%
0.30%
+89.4%
Q4 2019$1,502,000
+17.1%
42,532
+17.0%
0.16%
-5.3%
Q3 2019$1,283,000
+21.5%
36,355
+20.2%
0.17%
+23.4%
Q2 2019$1,056,00030,2350.14%
Other shareholders
SPDR SER TR shareholders Q4 2020
NameSharesValueWeighting ↓
INTEGRATED CAPITAL MANAGEMENT, INC. 312,958$9,842,5148.70%
Astoria Portfolio Advisors LLC. 562,521$17,528,1648.46%
ERTS Wealth Advisors, LLC 1,106,393$34,796,0708.38%
Buckingham Capital Management, Inc. 1,736,209$54,603,7748.32%
Flagstone Financial Management 577,959$18,176,8188.31%
Burt Wealth Advisors 699,832$22,009,7166.76%
Cherry Tree Wealth Management, LLC 710,795$22,354,5146.55%
FIDELITY D & D BANCORP INC 172,353$5,420,5025.57%
Hofer & Associates. Inc 164,719$5,180,4025.31%
Leicht Financial Planning & Wealth Management, Inc. 270,111$8,495,0075.24%
View complete list of SPDR SER TR shareholders