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 153 filers reported holding SPDR SER TR in Q2 2022. 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 Q2 2022
NameSharesValueWeighting ↓
Leicht Financial Planning & Wealth Management, Inc. 670,996$14,701,5238.88%
Financial Engines Advisors L.L.C. 150,211,438$3,291,132,6048.34%
Tri-Star Advisors Inc. 20,809$455,9256.89%
FINANCIAL LIFE ADVISORS 605,215$13,260,2615.53%
Comprehensive Wealth Management, LLC 283,238$6,205,7455.38%
Scissortail Wealth Management, LLC 271,188$5,955,2814.88%
RETIREMENT CAPITAL STRATEGIES 470,257$10,303,3294.74%
Redwood Financial Network Corp 185,943$4,074,0163.82%
CGN Advisors LLC 1,103,486$24,177,3723.47%
Chesapeake Wealth Management 300,975$6,594,3612.60%
View complete list of SPDR SER TR shareholders