Bogart Wealth, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 384 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.7%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$626
-2.6%
230.0%0.00%
Q1 2024$643
-3.6%
230.0%0.00%
Q4 2023$667
+11.0%
230.0%0.00%
Q3 2023$601
-12.6%
230.0%0.00%
Q2 2023$688
-97.7%
23
-97.7%
0.00%
-100.0%
Q1 2023$30,2629800.00%
Other shareholders
SPDR SER TR shareholders Q4 2023
NameSharesValueWeighting ↓
Knowledge Leaders Capital, LLC 217,388$8,919,00033.66%
Peak Capital Management LLC 695,830$28,550,00019.12%
Formidable Asset Management, LLC 160,293$6,577,0006.09%
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 2,300,000$94,369,0005.99%
Clarus Wealth Advisors 190,690$7,824,0005.72%
Tradewinds Capital Management, LLC 314,761$12,915,0005.12%
Financial Advisory Group 322,010$13,212,0003.66%
S. R. Schill & Associates 149,276$6,125,0003.41%
First Heartland Consultants, Inc. 372,288$15,275,0003.28%
Krilogy Financial LLC 424,147$17,403,0003.14%
View complete list of SPDR SER TR shareholders