Bogart Wealth, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 1 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$9,694
-4.3%
980.0%0.00%0.0%
Q2 2023$10,125
-1.7%
980.0%0.00%0.0%
Q1 2023$10,305
-2.3%
980.0%0.00%0.0%
Q4 2022$10,552
+5.5%
980.0%0.00%0.0%
Q3 2022$10,0000.0%980.0%0.00%0.0%
Q2 2022$10,000
-9.1%
980.0%0.00%0.0%
Q1 2022$11,000
-8.3%
980.0%0.00%0.0%
Q4 2021$12,000
+9.1%
980.0%0.00%0.0%
Q3 2021$11,0000.0%980.0%0.00%0.0%
Q2 2021$11,0000.0%980.0%0.00%
-50.0%
Q1 2021$11,000
-8.3%
98
-26.3%
0.00%0.0%
Q4 2020$12,000
+20.0%
133
+0.8%
0.00%0.0%
Q3 2020$10,0000.0%132
+3.1%
0.00%0.0%
Q2 2020$10,000
+25.0%
1280.0%0.00%0.0%
Q1 2020$8,000
-75.8%
128
-61.4%
0.00%
-81.8%
Q4 2019$33,000
+3.1%
3320.0%0.01%
-31.2%
Q3 2019$32,000
+220.0%
332
+196.4%
0.02%
+166.7%
Q2 2019$10,0001120.01%
Other shareholders
SPDR SER TR shareholders Q4 2023
NameSharesValueWeighting ↓
Braun-Bostich & Associates Inc. 26,973$2,569,0002.57%
PACIFIC SUN FINANCIAL CORP 7,800$755,0000.78%
Ruggie Capital Group 15,960$1,520,0000.77%
Arcus Capital Partners, LLC 13,280$1,265,0000.62%
First Capital Advisors Group, LLC. 4,984$475,0000.32%
REILLY FINANCIAL ADVISORS, LLC 22,386$2,132,0000.30%
APPLETON PARTNERS INC/MA 18,468$1,759,0000.25%
CENTAURUS FINANCIAL, INC. 16,678$1,589,0000.22%
Capital Analysts, LLC 16,916$1,611,0000.19%
Sigma Planning Corp 23,349$2,224,0000.15%
View complete list of SPDR SER TR shareholders