Belpointe Asset Management LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTS and the CUSIP is 78468R101. A total of 259 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Belpointe Asset Management LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2023$119,346
+13.9%
4,083
+12.6%
0.01%0.0%
Q4 2022$104,784
-19.4%
3,627
-17.2%
0.01%
-25.0%
Q1 2022$130,000
-13.9%
4,382
-11.0%
0.01%
-20.0%
Q3 2021$151,000
+20.8%
4,926
+20.8%
0.01%
+11.1%
Q2 2021$125,0000.0%4,0770.0%0.01%
-18.2%
Q1 2021$125,000
-2.3%
4,077
-2.2%
0.01%0.0%
Q4 2020$128,000
-49.4%
4,168
-49.4%
0.01%
-35.3%
Q3 2020$253,000
+102.4%
8,245
+102.2%
0.02%
+6.2%
Q2 2020$125,0000.0%4,0770.0%0.02%
-27.3%
Q1 2020$125,000
-5.3%
4,077
-7.7%
0.02%
+29.4%
Q4 2019$132,000
-2.9%
4,415
-2.6%
0.02%
-22.7%
Q3 2019$136,000
-15.5%
4,533
-15.3%
0.02%
-31.2%
Q2 2019$161,000
+22.9%
5,351
+21.1%
0.03%
-3.0%
Q4 2018$131,000
-6.4%
4,418
-7.4%
0.03%
+50.0%
Q3 2018$140,000
-46.2%
4,769
-45.2%
0.02%
-61.4%
Q4 2017$260,0008,7090.06%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
Model Capital Management LLC 11,708,294$358,625,00084.63%
M. Kulyk & Associates, LLC 1,777,136$54,434,00017.42%
TPG Financial Advisors, LLC 633,565$19,406,00012.81%
Municipal Employees' Retirement System of Michigan 24,433,260$748,392,00012.50%
Nelson Capital Management, LLC 1,574,792$48,236,0009.60%
Private Wealth Group, LLC 462,906$14,179,0009.36%
First Affirmative Financial Network 255,986$7,841,0008.07%
Better Money Decisions, LLC 313,155$9,592,0007.90%
LifeSteps Financial, Inc. 283,942$8,697,0006.65%
Spectrum Planning & Advisory Services Inc. 208,871$6,398,0006.27%
View complete list of SPDR SER TR shareholders