AE Wealth Management LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPLB and the CUSIP is 78464A367. A total of 106 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,340,446
-94.3%
63,110
-93.7%
0.01%
-94.3%
Q2 2023$23,408,906
+12.5%
1,006,402
+14.2%
0.14%
+5.2%
Q1 2023$20,817,139
+11.4%
881,335
+5.9%
0.13%
-0.7%
Q4 2022$18,683,803
+1132.4%
832,241
+1425.3%
0.14%
+1250.0%
Q1 2022$1,516,000
-53.8%
54,562
-47.7%
0.01%
-56.5%
Q4 2021$3,282,000
+204.5%
104,250
+203.3%
0.02%
+155.6%
Q3 2021$1,078,000
-2.4%
34,370
-1.1%
0.01%
-10.0%
Q2 2021$1,104,000
+26.5%
34,752
+20.1%
0.01%
+11.1%
Q1 2021$873,000
-82.0%
28,935
-80.3%
0.01%
-83.6%
Q4 2020$4,855,000
+548.2%
146,685
+522.0%
0.06%
+400.0%
Q3 2020$749,000
-25.8%
23,583
-26.0%
0.01%
-31.2%
Q2 2020$1,010,000
+220.6%
31,865
+187.7%
0.02%
+128.6%
Q1 2020$315,000
-48.8%
11,076
-45.7%
0.01%
-46.2%
Q4 2019$615,000
-21.2%
20,415
-21.3%
0.01%
-43.5%
Q3 2019$780,000
+54.8%
25,933
+47.9%
0.02%
+53.3%
Q2 2019$504,00017,5340.02%
Other shareholders
SPDR SER TR shareholders Q3 2020
NameSharesValueWeighting ↓
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 358,581$7,616,2637.89%
Wayfinding Financial, LLC 207,339$4,3443.28%
Twelve Points Wealth Management LLC 307,864$6,539,0313.26%
Hedeker Wealth, LLC 309,151$6,566,3712.28%
Collaborative Wealth Managment Inc. 155,192$3,296,2761.97%
NYL Investors LLC 1,876,350$39,853,6741.63%
ROCKLAND TRUST CO 1,240,473$26,347,6471.59%
Legacy Financial Group LLC 269,162$5,717,004,0001.34%
VAN STRUM & TOWNE INC. 80,340$1,706,4220.72%
Elevated Capital Advisors, LLC 91,394$1,941,2110.66%
View complete list of SPDR SER TR shareholders