Successful Portfolios LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTS and the CUSIP is 78468R101. A total of 246 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Successful Portfolios LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$730,666
-1.6%
25,441
-1.4%
0.65%
+1.4%
Q2 2023$742,523
-15.2%
25,791
-13.9%
0.64%
+16.2%
Q1 2023$875,585
-10.0%
29,955
-11.0%
0.55%
-13.4%
Q4 2022$973,000
+8.8%
33,665
+8.9%
0.64%
-2.0%
Q3 2022$894,000
+2.6%
30,911
+4.5%
0.65%
+10.6%
Q2 2022$871,000
+2.2%
29,566
+2.9%
0.59%
+20.8%
Q1 2022$852,000
-5.9%
28,741
-3.4%
0.48%
-1.4%
Q4 2021$905,000
+7.4%
29,751
+8.2%
0.49%
-2.2%
Q3 2021$843,000
-0.4%
27,506
-0.3%
0.50%
-1.9%
Q2 2021$846,0000.0%27,5960.0%0.51%
-8.1%
Q1 2021$846,000
-0.5%
27,596
-0.3%
0.56%
-8.5%
Q4 2020$850,000
+0.1%
27,6710.0%0.61%
-9.9%
Q3 2020$849,000
-0.1%
27,6710.0%0.68%
-9.5%
Q2 2020$850,000
+1.9%
27,671
+2.0%
0.75%
-11.3%
Q1 2020$834,000
+2.3%
27,136
-0.3%
0.84%
+16.3%
Q4 2019$815,000
+1.6%
27,216
+1.9%
0.72%
-3.8%
Q3 2019$802,000
-2.3%
26,715
-2.3%
0.75%
-14.4%
Q2 2019$821,000
+8.7%
27,355
+7.8%
0.88%
+6.8%
Q1 2019$755,000
+54.1%
25,380
+53.1%
0.82%
+31.8%
Q4 2018$490,000
+16.1%
16,580
+15.8%
0.63%
+36.1%
Q3 2018$422,000
-11.0%
14,320
-10.6%
0.46%
-17.0%
Q2 2018$474,00016,0200.55%
Other shareholders
SPDR SER TR shareholders Q3 2021
NameSharesValueWeighting ↓
First Trust Bank, Ltd. 431,260$12,385,78766.15%
Tilson Financial Group, Inc. 499,264$14,33911.27%
Better Money Decisions, LLC 438,529$12,594,54511.09%
DESTINY CAPITAL SECURITIES CORPORATION 376,026$10,799,4538.76%
Tri-Star Advisors Inc. 17,924$514,7878.72%
Meridian Financial Partners LLC 238,109$6,8226.98%
Treasure Coast Financial Planning 336,270$9,657,6746.70%
GM Advisory Group, LLC 2,740,122$78,696,2936.43%
First Affirmative Financial Network 221,914$6,373,3696.24%
Municipal Employees' Retirement System of Michigan 13,165,238$378,1065.26%
View complete list of SPDR SER TR shareholders