Patriot Financial Group Insurance Agency, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 343 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2022$47,000
-9.6%
1,449
-5.7%
0.01%
+11.1%
Q1 2022$52,000
+2.0%
1,536
+8.2%
0.01%
+12.5%
Q4 2021$51,000
+112.5%
1,419
+118.0%
0.01%
+100.0%
Q3 2021$24,000
-33.3%
651
-33.9%
0.00%
-42.9%
Q2 2021$36,000
-80.2%
985
-80.3%
0.01%
-83.3%
Q1 2021$182,000
-88.6%
5,008
-88.4%
0.04%
-89.6%
Q4 2020$1,603,000
-0.8%
43,113
-1.9%
0.40%
-23.6%
Q3 2020$1,616,000
+4.5%
43,949
+3.8%
0.53%
-11.0%
Q2 2020$1,546,000
+24.0%
42,329
+15.5%
0.59%
+3.7%
Q1 2020$1,247,000
+154.5%
36,663
+164.4%
0.57%
+209.8%
Q4 2019$490,000
+17.8%
13,867
+17.7%
0.18%
-1.6%
Q3 2019$416,000
-14.8%
11,778
-15.8%
0.19%
-11.4%
Q2 2019$488,000
+43.5%
13,983
+40.4%
0.21%
+21.3%
Q1 2019$340,000
+108.6%
9,958
+101.9%
0.17%
+62.6%
Q4 2018$163,000
+503.7%
4,931
+506.5%
0.11%
+568.8%
Q3 2018$27,000
+35.0%
813
+32.8%
0.02%
-23.8%
Q2 2018$20,000
-75.9%
612
-75.4%
0.02%
-65.6%
Q1 2018$83,000
+40.7%
2,485
+46.5%
0.06%
+38.6%
Q4 2017$59,000
+78.8%
1,696
+78.5%
0.04%
+51.7%
Q3 2017$33,000
+32.0%
950
+32.7%
0.03%
+11.5%
Q2 2017$25,000
+66.7%
716
+60.5%
0.03%
+62.5%
Q1 2017$15,000
+66.7%
446
+64.6%
0.02%
+33.3%
Q4 2016$9,0002710.01%
Other shareholders
SPDR SER TR shareholders Q3 2021
NameSharesValueWeighting ↓
GoalVest Advisory LLC 221,088$7,258,3193.19%
CGN Advisors LLC 369,673$12,136,3701.68%
ST GERMAIN D J CO INC 641,073$21,046,4271.10%
Systelligence, LLC 113,349$3,721,2481.02%
APPLETON PARTNERS INC/MA 230,020$7,5520.61%
JUNCTURE WEALTH STRATEGIES, LLC 16,865$553,6780.25%
Curbstone Financial Management Corp 12,720$417,5980.10%
Bartlett & Co. LLC 167,089$5,4910.09%
Anchor Investment Management, LLC 1,121$36,8020.00%
View complete list of SPDR SER TR shareholders