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 ↓
INTEGRATED CAPITAL MANAGEMENT, INC. 617,653$20,407,00019.12%
Great Point Wealth Advisors, LLC 417,669$13,799,00013.05%
PARK AVENUE SECURITIES LLC 1,517,110$50,398,0007.73%
DeGreen Capital Management LLC 424,098$140,122,0007.67%
TPG Financial Advisors, LLC 194,565$6,428,0006.98%
ALLIANZ INVESTMENT MANAGEMENT LLC 2,000,000$66,080,0006.70%
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 1,175,935$38,853,0006.43%
WRAPMANAGER INC 498,613$16,474,0005.84%
Occidental Asset Management, LLC 255,770$8,451,0004.78%
Willow Creek Wealth Management Inc. 222,318$7,345,0003.90%
View complete list of SPDR SER TR shareholders