Financial Advocates Investment Management - SPDR SER TR ownership

SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 385 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Financial Advocates Investment Management ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$927,007
+1.3%
21,135
+5.9%
0.07%
+3.1%
Q2 2023$915,544
+16.6%
19,951
+11.7%
0.06%
+16.1%
Q1 2023$785,102
-85.3%
17,867
-85.8%
0.06%
-86.0%
Q4 2022$5,358,432
+16.6%
126,081
+5.8%
0.40%
+5.3%
Q3 2022$4,597,000
-11.6%
119,211
-9.1%
0.38%
-10.2%
Q2 2022$5,203,000
-4.3%
131,099
+13.7%
0.42%
+17.9%
Q1 2022$5,438,000
+2.8%
115,316
+8.4%
0.36%
+7.5%
Q4 2021$5,289,000
+11.9%
106,335
+3.9%
0.33%
+4.4%
Q3 2021$4,726,000
+14.2%
102,373
+16.8%
0.32%
+15.6%
Q2 2021$4,138,000
+21.2%
87,644
+17.5%
0.28%
+14.0%
Q1 2021$3,413,000
+18.1%
74,589
+4.2%
0.24%
+22.2%
Q4 2020$2,891,000
+31.8%
71,571
+6.5%
0.20%
+5.9%
Q3 2020$2,194,00067,2260.19%
Other shareholders
SPDR SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
WALLER FINANCIAL PLANNING GROUP, INC 693,518$33,788,2028.88%
CGN Advisors LLC 365,474$17,805,9012.47%
ST GERMAIN D J CO INC 258,628$12,600,3560.66%
CHEMUNG CANAL TRUST CO 60,994$2,971,6280.61%
Compass Wealth Management LLC 32,660$1,591,1960.44%
Curbstone Financial Management Corp 14,400$701,5680.16%
Pure Financial Advisors, LLC 73,731$3,592,1930.12%
WealthPLAN Partners, LLC 22,036$1,073,5940.11%
Apella Capital, LLC 6,418$304,1410.02%
M&R CAPITAL MANAGEMENT INC 791$38,5460.01%
View complete list of SPDR SER TR shareholders