WealthShield Partners, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 222 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
WealthShield Partners, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2023$1,235
-58.8%
40
-45.9%
0.00%
-100.0%
Q1 2021$3,000
-87.5%
74
-85.8%
0.00%
-87.5%
Q3 2020$24,000
-42.9%
520
-41.8%
0.01%
-57.9%
Q2 2020$42,0000.0%894
+0.1%
0.02%
-26.9%
Q1 2020$42,000
+281.8%
893
+224.7%
0.03%
+420.0%
Q4 2019$11,000
+37.5%
275
+47.1%
0.01%
+25.0%
Q3 2019$8,000187
+3016.7%
0.00%
Q3 2018$060.0%0.00%
Q2 2018$060.0%0.00%
Q1 2018$060.00%
Other shareholders
SPDR SER TR shareholders Q4 2020
NameSharesValueWeighting ↓
AllGen Financial Advisors, Inc. 793,443$20,748,52514.76%
Nan Shan Life Insurance Co., Ltd. 10,956,900$286,522,9357.82%
Donoghue Forlines LLC 797,025$20,842,2047.42%
O'Brien Wealth Partners LLC 893,258$23,358,6946.70%
Goodman Advisory Group, LLC 563,876$14,745,3755.51%
Buttonwood Financial Group, LLC 266,454$6,589,3764.81%
PEAK FINANCIAL ADVISORS LLC 169,530$4,433,2164.79%
Strategic Wealth Investment Group, LLC 919,357$24,041,1954.36%
Snider Financial Group 248,124$6,488,4403.14%
Robinson Value Management, Ltd. 156,624$4,095,7183.05%
View complete list of SPDR SER TR shareholders