Steward Partners Investment Advisory, LLC - SPDR SER TR ownership

Back to all holdings Add to watchlist

SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 360 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.03 and the average weighting 1.1%.

Links
Filings
External links
Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$3,884
-3.6%
740.0%0.00%–
Q2 2023$4,029
+8.0%
740.0%0.00%–
Q1 2023$3,732
+6.7%
740.0%0.00%–
Q4 2022$3,499
+16.6%
740.0%0.00%–
Q3 2022$3,0000.0%740.0%0.00%–
Q2 2022$3,000
-25.0%
740.0%0.00%–
Q1 2022$4,0000.0%740.0%0.00%–
Q4 2021$4,000
-33.3%
74
-29.5%
0.00%–
Q3 2021$6,0000.0%1050.0%0.00%–
Q2 2021$6,000
-100.0%
105
-77.8%
0.00%–
Q1 2021$23,316,000
+466220.0%
474
+351.4%
0.00%–
Q4 2020$5,000
+25.0%
1050.0%0.00%–
Q3 2020$4,0000.0%1050.0%0.00%–
Q2 2020$4,000–105
+238.7%
0.00%–
Q1 2020$0
-100.0%
31
-98.2%
0.00%
-100.0%
Q4 2019$69,000
+76.9%
1,734
+60.6%
0.00%
+100.0%
Q3 2019$39,0000.0%1,0800.0%0.00%0.0%
Q2 2019$39,000–1,080–0.00%–
 Download
Other shareholders
SPDR SER TR shareholders Q4 2020
NameSharesValueWeighting ↓
Professional Financial Advisors, LLC 1,247,911$65,502,85129.64%
Weitzel Financial Services, Inc. 701,237$36,431,73021.28%
Royal Harbor Partners, LLC 669,300$35,131,55718.29%
Asset Management Resources, LLC 544,354$28,573,16517.74%
Financial Strategies Group, Inc. 906,044$48,446,19615.28%
Rinkey Investments 635,106$33,336,71415.27%
Treasure Coast Financial Planning 398,340$20,908,87114.52%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 760,206$39,903,20713.55%
Wall Capital Group, Inc. 164,930$8,761,10412.45%
Shepherd Financial Partners LLC 1,477,104$77,533,29112.16%
View complete list of SPDR SER TR shareholders