Valeo Financial Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 206 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2021$1,0000.0%280.0%0.00%
Q4 2020$1,0000.0%280.0%0.00%
Q3 2020$1,000
-80.0%
28
-79.6%
0.00%
Q2 2020$5,0000.0%137
-4.2%
0.00%
Q4 2019$5,0000.0%143
+1.4%
0.00%
-100.0%
Q3 2019$5,0000.0%141
+0.7%
0.00%0.0%
Q2 2019$5,0000.0%140
+0.7%
0.00%0.0%
Q1 2019$5,0000.0%139
+0.7%
0.00%0.0%
Q4 2018$5,000
-44.4%
138
-49.1%
0.00%0.0%
Q3 2018$9,000
+125.0%
271
+102.2%
0.00%0.0%
Q2 2018$4,0000.0%1340.0%0.00%0.0%
Q1 2018$4,000
-20.0%
1340.0%0.00%0.0%
Q4 2017$5,0001340.00%
Other shareholders
SPDR SER TR shareholders Q1 2018
NameSharesValueWeighting ↓
INTEGRATED CAPITAL MANAGEMENT, INC. 329,110$11,897,0009.32%
INTEGRAL INVESTMENT ADVISORS, INC. 335,516$12,129,0008.72%
Focused Wealth Management, Inc 1,125,644$40,692,0006.28%
1620 INVESTMENT ADVISORS, INC. 135,593$4,902,0005.49%
Adams Wealth Management 486,689$17,594,0005.17%
Wayfinding Financial, LLC 181,202$6,423,0005.15%
Allianz Investment Management U.S. LLC 1,578,340$57,057,0005.09%
Occidental Asset Management, LLC 577,692$20,884,0004.96%
TRUEFG, LLC 302,054$10,919,0004.82%
Hofer & Associates. Inc 144,574$5,226,0004.73%
View complete list of SPDR SER TR shareholders