Mutual Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 329 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Mutual Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,868,101
-5.8%
63,714
-5.4%
0.07%
-2.7%
Q2 2023$1,982,781
+219.2%
67,350
+221.2%
0.08%
+200.0%
Q1 2023$621,267
+21.6%
20,967
+20.6%
0.02%
+8.7%
Q4 2022$510,707
-18.8%
17,383
-19.2%
0.02%
-28.1%
Q3 2022$629,000
+178.3%
21,515
+183.4%
0.03%
+113.3%
Q2 2022$226,000
-51.0%
7,593
-50.3%
0.02%
-42.3%
Q1 2022$461,000
-16.6%
15,290
-14.4%
0.03%
-10.3%
Q4 2021$553,000
-6.0%
17,861
-5.0%
0.03%
-17.1%
Q3 2021$588,000
-29.9%
18,805
-29.9%
0.04%
-30.0%
Q2 2021$839,000
-11.7%
26,807
-11.6%
0.05%
-23.1%
Q1 2021$950,000
+12.4%
30,338
+12.8%
0.06%
+3.2%
Q4 2020$845,000
+25.9%
26,899
+25.8%
0.06%
+8.6%
Q3 2020$671,000
-64.4%
21,375
-65.8%
0.06%
-84.4%
Q4 2018$1,886,00062,5770.37%
Other shareholders
SPDR SER TR shareholders Q1 2019
NameSharesValueWeighting ↓
Walker Financial Services, Inc. 833,827$24,447,79823.76%
Advocacy Wealth Management Services, LLC 3,559,995$104,379,05611.61%
Flagstone Financial Management 815,069$23,897,79410.93%
Coulter & Justus Financial Services, LLC 465,568$13,650,4519.93%
Obsidian Personal Planning Solutions LLC 393,722$11,543,9309.86%
CAPITAL WEALTH MANAGEMENT, LLC 584,486$17,137,1309.40%
Concord Wealth Partners 1,105,607$32,416,3926.89%
Litman Gregory Wealth Management LLC 2,109,966$61,864,1996.38%
Rodgers & Associates, LTD 1,390,202$40,760,7256.16%
Cedar Mountain Advisors, LLC 699,699$20,515,1696.05%
View complete list of SPDR SER TR shareholders