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

SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 96 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2022$20,000
-16.7%
895
-9.6%
0.00%0.0%
Q1 2022$24,000
-46.7%
990
-44.0%
0.00%
-42.9%
Q4 2021$45,000
-2.2%
1,767
-2.1%
0.01%
-12.5%
Q3 2021$46,000
+84.0%
1,805
+83.6%
0.01%
+60.0%
Q2 2021$25,000
-47.9%
983
-46.3%
0.01%
-54.5%
Q1 2021$48,000
-87.2%
1,832
-87.1%
0.01%
-88.3%
Q4 2020$374,000
+731.1%
14,150
+743.3%
0.09%
+526.7%
Q3 2020$45,0000.0%1,678
+0.1%
0.02%
-11.8%
Q2 2020$45,0000.0%1,677
-1.4%
0.02%
-19.0%
Q1 2020$45,000
-92.3%
1,700
-92.4%
0.02%
-90.4%
Q4 2019$582,000
+8.0%
22,309
+8.8%
0.22%
-9.9%
Q3 2019$539,000
+45.7%
20,511
+44.2%
0.24%
+51.2%
Q2 2019$370,000
+25.9%
14,223
+24.8%
0.16%
+6.0%
Q1 2019$294,000
+89.7%
11,394
+86.9%
0.15%
+48.0%
Q4 2018$155,000
+1837.5%
6,095
+1730.3%
0.10%
+1940.0%
Q3 2018$8,0003330.01%
Other shareholders
SPDR SER TR shareholders Q3 2020
NameSharesValueWeighting ↓
Financial Engines Advisors L.L.C. 126,799,083$2,897,359,0008.83%
KWB Wealth 1,390,929$31,783,0006.12%
Redwood Financial Network Corp 206,083$4,709,0005.14%
Leicht Financial Planning & Wealth Management, Inc. 253,435$5,791,0003.92%
Concord Wealth Partners 601,254$13,739,0003.77%
Chesapeake Wealth Management 294,575$6,731,0002.88%
TOWNSQUARE CAPITAL LLC 4,075,275$93,120,0002.64%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 5,399,160$122,835,0001.71%
Values First Advisors, Inc. 100,493$2,296,0001.63%
KARLINSKI ANDREW C 35,615$814,0001.20%
View complete list of SPDR SER TR shareholders