Valeo Financial Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 347 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

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 Q2 2021
NameSharesValueWeighting ↓
NOTTINGHAM ADVISORS, INC. 55,726$715,536,00043.48%
INTEGRATED CAPITAL MANAGEMENT, INC. 653,081$23,857,00021.55%
MainStreet Investment Advisors LLC 3,677,353$134,334,0009.19%
Occidental Asset Management, LLC 522,790$19,098,0008.44%
TRUEFG, LLC 261,765$9,562,0007.22%
Adams Wealth Management 188,163$6,874,0007.03%
Leicht Financial Planning & Wealth Management, Inc. 235,183$8,591,0006.82%
ERTS Wealth Advisors, LLC 459,526$16,786,0006.78%
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 1,053,610$38,488,0006.28%
Focused Wealth Management, Inc 734,818$26,843,0006.22%
View complete list of SPDR SER TR shareholders