Steward Partners Investment Advisory, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTI and the CUSIP is 78464A672. A total of 196 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$14,533,307
-0.1%
527,908
+2.7%
0.22%
+2.3%
Q2 2023$14,544,436
+32129.3%
514,119
+32877.5%
0.22%
+21700.0%
Q1 2023$45,128
+3.2%
1,559
+0.7%
0.00%0.0%
Q4 2022$43,720
-34.7%
1,548
-35.2%
0.00%0.0%
Q3 2022$67,000
+55.8%
2,388
+65.1%
0.00%0.0%
Q2 2022$43,000
+4.9%
1,446
+7.7%
0.00%0.0%
Q1 2022$41,000
+2.5%
1,343
+6.6%
0.00%0.0%
Q4 2021$40,000
-2.4%
1,260
-1.9%
0.00%0.0%
Q3 2021$41,000
-2.4%
1,2840.0%0.00%0.0%
Q2 2021$42,000
-99.9%
1,284
-49.0%
0.00%0.0%
Q1 2021$80,842,000
+187904.7%
2,520
+93.1%
0.00%0.0%
Q4 2020$43,0000.0%1,3050.0%0.00%0.0%
Q3 2020$43,000
+2.4%
1,305
+3.6%
0.00%0.0%
Q2 2020$42,000
+2.4%
1,2600.0%0.00%
-50.0%
Q1 2020$41,000
+7.9%
1,2600.0%0.00%
+100.0%
Q4 2019$38,000
-2.6%
1,2600.0%0.00%0.0%
Q3 2019$39,000
+3800.0%
1,260
+4100.0%
0.00%
Q4 2016$1,000300.00%
Other shareholders
SPDR SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
Wela Strategies, Inc. 803,295$22,114,71113.22%
Leicht Financial Planning & Wealth Management, Inc. 760,277$20,930,42912.92%
Arcadia Wealth Management, LLC 566,055$15,583,48912.16%
Hibernia Wealth Partners, LLC 459,881$12,660,5099.80%
O'Brien Wealth Partners LLC 1,146,596$31,565,7959.05%
Astoria Portfolio Advisors LLC. 648,121$17,674,2608.53%
SENTINEL PENSION ADVISORS INC 1,139,074$31,358,7067.64%
Flagstone Financial Management 547,368$15,069,0346.89%
S. R. Schill & Associates 456,999$12,581,1786.11%
RFP Financial Group LLC 438,574$12,073,8865.31%
View complete list of SPDR SER TR shareholders