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 145 filers reported holding SPDR SER TR in Q4 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$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 Q4 2021
NameSharesValueWeighting ↓
Leicht Financial Planning & Wealth Management, Inc. 690,840$14,369,4878.87%
Financial Engines Advisors L.L.C. 158,268,550$3,291,985,8448.65%
Hibernia Wealth Partners, LLC 467,769$9,729,5867.53%
Tri-Star Advisors Inc. 20,809$432,8277.33%
FINANCIAL LIFE ADVISORS 632,687$13,163,6285.66%
Redwood Financial Network Corp 177,378$3,689,4573.91%
Carr Financial Group Corp 392,172$8,161,1083.23%
CGN Advisors LLC 1,116,453$23,222,2233.13%
KWB Wealth 723,527$15,852,4872.54%
Chesapeake Wealth Management 285,828$5,945,2222.48%
View complete list of SPDR SER TR shareholders