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

SPDR SER TR's ticker is SIMS and the CUSIP is 78468R697. A total of 15 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2022$13,000
-23.5%
4070.0%0.00%0.0%
Q1 2022$17,000
-89.8%
407
-88.9%
0.00%
-89.3%
Q4 2021$167,000
-31.3%
3,674
-34.1%
0.03%
-34.9%
Q3 2021$243,000
-8.6%
5,575
+0.1%
0.04%
-12.2%
Q2 2021$266,000
+8.6%
5,571
+3.1%
0.05%
-12.5%
Q1 2021$245,000
+7.9%
5,402
+0.1%
0.06%
-1.8%
Q4 2020$227,0005,3970.06%
Other shareholders
SPDR SER TR shareholders Q4 2020
NameSharesValueWeighting ↓
CREATIVE FINANCIAL DESIGNS INC /ADV 67,450$3,065,0000.60%
Better Money Decisions, LLC 8,449$384,0000.40%
VALLEY NATIONAL ADVISERS INC 42,250$1,920,0000.38%
RFG Advisory, LLC 40,938$1,860,0000.20%
3D/L Capital Management, LLC 9,490$431,0000.11%
FLAGSHIP HARBOR ADVISORS, LLC 16,282$740,0000.08%
Mayflower Financial Advisors, LLC 9,594$436,0000.06%
Patriot Financial Group Insurance Agency, LLC 5,402$245,0000.06%
RMR Wealth Builders 2,977$135,0000.04%
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 930$42,0000.02%
View complete list of SPDR SER TR shareholders