Financial Advocates Investment Management - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 390 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Financial Advocates Investment Management ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,453,718
+7.9%
46,223
+10.1%
0.10%
+9.4%
Q2 2023$1,347,708
+35.4%
41,972
+37.0%
0.10%
+33.3%
Q1 2023$995,048
+41.9%
30,626
+39.0%
0.07%
+38.5%
Q4 2022$701,434
+32.8%
22,037
+171.4%
0.05%
+18.2%
Q3 2022$528,000
+103.1%
8,120
+1.9%
0.04%
+109.5%
Q2 2022$260,000
+13.0%
7,971
+18.4%
0.02%
+40.0%
Q1 2022$230,000
-27.7%
6,733
-23.3%
0.02%
-25.0%
Q4 2021$318,000
+17.3%
8,784
+18.5%
0.02%
+11.1%
Q3 2021$271,000
-9.7%
7,413
-9.5%
0.02%
-10.0%
Q2 2021$300,000
-45.8%
8,188
-46.4%
0.02%
-48.7%
Q1 2021$554,000
-13.8%
15,282
-9.5%
0.04%
-11.4%
Q4 2020$643,000
+1.4%
16,885
-2.0%
0.04%
-18.5%
Q3 2020$634,000
-0.6%
17,237
-3.2%
0.05%
-10.0%
Q2 2020$638,000
+39.0%
17,813
+31.9%
0.06%
-7.7%
Q1 2020$459,000
+29.7%
13,509
+35.0%
0.06%
+71.1%
Q4 2019$354,00010,0100.04%
Other shareholders
SPDR SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
Marion Wealth Management 591,755$19,309,00010.12%
INTEGRATED CAPITAL MANAGEMENT, INC. 320,861$10,469,0009.60%
Occidental Asset Management, LLC 738,691$24,104,0007.15%
INTEGRAL INVESTMENT ADVISORS, INC. 248,446$8,107,0006.89%
1620 INVESTMENT ADVISORS, INC. 125,610$4,099,0005.65%
TRUEFG, LLC 321,546$10,492,0005.36%
Hofer & Associates. Inc 155,072$5,060,0005.27%
Adams Wealth Management 419,881$13,701,0005.19%
OLD SECOND NATIONAL BANK OF AURORA 521,494$17,017,0004.75%
Leicht Financial Planning & Wealth Management, Inc. 210,382$6,865,0004.65%
View complete list of SPDR SER TR shareholders