Steward Partners Investment Advisory, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 353 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$6,673,956
+1.5%
212,208
+3.6%
0.10%
+4.0%
Q2 2023$6,574,064
+4.2%
204,736
+5.4%
0.10%
-2.0%
Q1 2023$6,311,641
+149.9%
194,264
+144.8%
0.10%
+134.9%
Q4 2022$2,526,048
-6.3%
79,361
-7.8%
0.04%
-14.0%
Q3 2022$2,695,000
-2.1%
86,047
+2.0%
0.05%0.0%
Q2 2022$2,753,000
-6.2%
84,368
-1.8%
0.05%
+11.1%
Q1 2022$2,935,000
-3.0%
85,945
+2.7%
0.04%
-2.2%
Q4 2021$3,026,000
-1.8%
83,706
-0.8%
0.05%
-13.2%
Q3 2021$3,082,000
+15.4%
84,385
+16.0%
0.05%
+17.8%
Q2 2021$2,670,000
-99.9%
72,746
-43.8%
0.04%
+9.8%
Q1 2021$4,689,314,000
+218924.5%
129,360
+124.6%
0.04%
-10.9%
Q4 2020$2,141,000
+18.5%
57,590
+17.3%
0.05%0.0%
Q3 2020$1,806,000
+102.7%
49,117
+101.5%
0.05%
+84.0%
Q2 2020$891,000
-8.0%
24,380
-14.3%
0.02%
-28.6%
Q1 2020$968,000
-0.6%
28,462
+3.1%
0.04%
+20.7%
Q4 2019$974,000
+8.2%
27,611
+8.2%
0.03%
-3.3%
Q3 2019$900,000
+32.5%
25,517
+31.1%
0.03%
+20.0%
Q2 2019$679,000
+28.6%
19,461
+25.9%
0.02%
+13.6%
Q1 2019$528,000
+0.6%
15,457
-2.8%
0.02%
-15.4%
Q4 2018$525,000
+22.7%
15,905
+23.7%
0.03%
+30.0%
Q3 2018$428,000
+8.6%
12,857
+8.6%
0.02%
-16.7%
Q2 2018$394,000
+24.7%
11,838
+25.6%
0.02%
+9.1%
Q1 2018$316,000
+7.8%
9,428
+9.9%
0.02%0.0%
Q4 2017$293,000
+1.7%
8,579
+2.7%
0.02%
-24.1%
Q3 2017$288,000
+7.1%
8,352
+6.5%
0.03%
-3.3%
Q2 2017$269,000
+7.6%
7,839
+6.9%
0.03%
-21.1%
Q1 2017$250,000
+2677.8%
7,334
+2606.3%
0.04%
+850.0%
Q4 2016$9,0002710.00%
Other shareholders
SPDR SER TR shareholders Q4 2020
NameSharesValueWeighting ↓
INTEGRATED CAPITAL MANAGEMENT, INC. 295,416$9,488,7558.64%
ERTS Wealth Advisors, LLC 1,047,573$34,035,6348.25%
Flagstone Financial Management 414,271$13,459,6536.72%
Buckingham Capital Management, Inc. 1,280,131$41,591,4566.65%
Burt Wealth Advisors 637,234$20,703,7336.43%
Leicht Financial Planning & Wealth Management, Inc. 314,342$10,212,9696.29%
Astoria Portfolio Advisors LLC. 454,116$14,808,7096.26%
Allianz Investment Management U.S. LLC 3,437,122$111,637,7236.18%
INTEGRAL INVESTMENT ADVISORS, INC. 252,891$8,216,4365.88%
Hofer & Associates. Inc 156,464$4,980,2574.98%
View complete list of SPDR SER TR shareholders