Squar Milner Financial Services LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 220 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Squar Milner Financial Services LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2020$722,000
+4.8%
24,917
-6.6%
0.41%
-1.0%
Q1 2020$689,000
-70.1%
26,683
-59.6%
0.41%
-64.1%
Q4 2019$2,308,000
+271.7%
66,121
+221.5%
1.15%
+263.7%
Q3 2019$621,000
-69.5%
20,568
-68.4%
0.32%
-76.9%
Q2 2019$2,034,000
-24.9%
65,028
-27.3%
1.37%
-31.4%
Q1 2019$2,709,000
+104.3%
89,485
+83.3%
2.00%
+56.8%
Q4 2018$1,326,000
-8.8%
48,808
+4.5%
1.27%
-2.6%
Q3 2018$1,454,000
+25.2%
46,708
+19.2%
1.31%
+27.9%
Q2 2018$1,161,000
+50.2%
39,192
+49.1%
1.02%
+4.8%
Q1 2018$773,000
+88.1%
26,278
+106.9%
0.98%
+96.0%
Q4 2017$411,00012,7030.50%
Other shareholders
SPDR SER TR shareholders Q4 2018
NameSharesValueWeighting ↓
Hamilton Capital, LLC 12,934,594$511,434,00049.38%
Weitzel Financial Services, Inc. 37,218,060$686,426,00024.16%
Freestate Advisors LLC 468,586$18,528,00020.94%
Choice Wealth Advisors, LLC 668,856$26,447,00019.00%
RESTON WEALTH MANAGEMENT LLC 914,020$36,140,00018.08%
NICOLET ADVISORY SERVICES, LLC 3,028,355$119,741,00015.62%
Compton Financial Group, LLC 897,722$35,496,00015.12%
Measured Wealth Private Client Group, LLC 1,149,470$45,450,00014.47%
Tennessee Valley Asset Management Partners 747,801$30,00014.22%
ERTS Wealth Advisors, LLC 1,287,537$50,909,00013.77%
View complete list of SPDR SER TR shareholders