Belpointe Asset Management LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 257 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Belpointe Asset Management LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,769,403
+64.5%
60,348
+65.1%
0.18%
+60.5%
Q2 2023$1,075,914
-65.4%
36,546
-65.2%
0.11%
-32.1%
Q1 2023$3,108,454
+103.5%
104,909
+101.8%
0.17%
+82.6%
Q4 2022$1,527,172
+129.0%
51,980
+127.7%
0.09%
+104.4%
Q3 2022$667,000
-8.8%
22,827
-7.2%
0.04%
-8.2%
Q2 2022$731,000
+66.5%
24,600
+68.7%
0.05%
+81.5%
Q1 2022$439,000
-15.6%
14,582
-13.2%
0.03%
-15.6%
Q4 2021$520,000
-2.1%
16,794
-1.1%
0.03%
-11.1%
Q3 2021$531,000
+2.5%
16,978
+2.7%
0.04%
-2.7%
Q2 2021$518,000
-0.2%
16,538
-0.2%
0.04%
-15.9%
Q1 2021$519,000
-11.4%
16,568
-11.2%
0.04%
-17.0%
Q4 2020$586,000
-23.0%
18,666
-24.7%
0.05%
+1.9%
Q3 2020$761,000
+159.7%
24,776
+165.3%
0.05%
+36.8%
Q2 2020$293,000
-32.0%
9,338
-34.5%
0.04%
-49.3%
Q1 2020$431,000
+191.2%
14,251
+196.2%
0.08%
+294.7%
Q4 2019$148,000
+1.4%
4,812
+1.6%
0.02%
-20.8%
Q3 2019$146,000
+13.2%
4,735
+12.9%
0.02%
-4.0%
Q2 2019$129,000
-62.7%
4,195
-63.5%
0.02%
-71.6%
Q4 2018$346,000
-55.2%
11,483
-55.1%
0.09%
-27.9%
Q3 2018$772,000
-12.0%
25,568
-12.0%
0.12%
-50.2%
Q2 2018$877,000
+293.3%
29,062
+293.6%
0.24%
+276.9%
Q1 2018$223,0007,3840.06%
Other shareholders
SPDR SER TR shareholders Q1 2018
NameSharesValueWeighting ↓
Walker Financial Services, Inc. 683,647$20,256,47120.88%
Advocacy Wealth Management Services, LLC 3,227,590$95,633,49911.61%
Coulter & Justus Financial Services, LLC 591,131$17,515,20911.42%
Astor Investment Management LLC 1,118,834$33,15110.71%
Flagstone Financial Management 629,779$18,660,3589.31%
PECAUT & CO. 625,440$18,531,7728.44%
CAPITAL WEALTH MANAGEMENT, LLC 482,555$14,298,1048.21%
TPG Financial Advisors, LLC 485,265$14,378,3927.86%
RED CEDAR INVESTMENT MANAGEMENT, LLC 1,479,614$43,840,9636.78%
Coury Firm Asset Management LLC 151,582$4,691,2596.59%
View complete list of SPDR SER TR shareholders