BFSG, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 380 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
BFSG, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2020$212,000
-48.7%
7,015
-47.7%
0.05%
-30.8%
Q4 2019$413,000
-14.8%
13,415
-14.8%
0.08%
-27.1%
Q3 2019$485,000
+29.3%
15,745
+29.4%
0.11%
-26.7%
Q2 2019$375,000
+0.5%
12,170
-0.4%
0.15%
+4.3%
Q1 2019$373,000
-45.9%
12,220
-46.6%
0.14%
-55.3%
Q4 2018$690,000
-84.0%
22,898
-84.0%
0.31%
-82.8%
Q3 2018$4,326,000
+7.8%
143,356
+7.7%
1.82%
+3.4%
Q2 2018$4,014,000
+7.1%
133,086
+7.3%
1.76%
+6.1%
Q1 2018$3,747,000
+10.0%
124,082
+10.9%
1.66%
+15.7%
Q4 2017$3,405,000
-1.6%
111,933
-0.8%
1.44%
-8.0%
Q3 2017$3,462,000
+57.4%
112,884
+57.2%
1.56%
+44.5%
Q2 2017$2,200,000
-1.3%
71,793
-1.5%
1.08%
-3.6%
Q1 2017$2,230,00072,8551.12%
Other shareholders
SPDR SER TR shareholders Q2 2020
NameSharesValueWeighting ↓
Sunflower Bank, N.A. 1,517,106$47,545,00018.86%
TPG Financial Advisors, LLC 467,340$14,646,00013.13%
Compass Financial Group, Inc. 417,619$13,088,00010.96%
Goodman Financial Corp 610,321$19,127,0009.56%
Cedar Mountain Advisors, LLC 691,430$21,669,0009.39%
Asset Planning Services, Ltd. 686,130$21,503,0009.29%
IRON Financial LLC 572,119$17,930,0009.24%
Occidental Asset Management, LLC 657,653$20,611,0009.12%
MBM Wealth Consultants, LLC 380,032$11,911,0008.40%
Baystate Wealth Management LLC 2,219,395$69,556,0008.14%
View complete list of SPDR SER TR shareholders