Lucia Wealth Services, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 36 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Lucia Wealth Services, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2020$6,629,000
+0.1%
248,849
+0.7%
1.56%
-11.1%
Q2 2020$6,621,000
+68.1%
247,130
+67.5%
1.75%
+34.3%
Q1 2020$3,939,000
+435.2%
147,569
+423.5%
1.30%
+476.5%
Q4 2019$736,000
+106.7%
28,187
+107.7%
0.23%
+89.9%
Q3 2019$356,000
+15.6%
13,570
+15.1%
0.12%
+12.3%
Q2 2019$308,000
+80.1%
11,794
+74.0%
0.11%
+100.0%
Q3 2018$171,000
-32.4%
6,779
-32.0%
0.05%
-52.3%
Q2 2018$253,000
-86.5%
9,973
-86.4%
0.11%
-81.8%
Q1 2018$1,877,000
+302.8%
73,189
+309.0%
0.61%
+195.6%
Q4 2017$466,00017,8950.21%
Other shareholders
SPDR SER TR shareholders Q2 2018
NameSharesValueWeighting ↓
Leicht Financial Planning & Wealth Management, Inc. 690,840$14,369,4878.87%
Financial Engines Advisors L.L.C. 158,268,550$3,291,985,8448.65%
Hibernia Wealth Partners, LLC 467,769$9,729,5867.53%
Tri-Star Advisors Inc. 20,809$432,8277.33%
FINANCIAL LIFE ADVISORS 632,687$13,163,6285.66%
Redwood Financial Network Corp 177,378$3,689,4573.91%
Carr Financial Group Corp 392,172$8,161,1083.23%
CGN Advisors LLC 1,116,453$23,222,2233.13%
KWB Wealth 723,527$15,852,4872.54%
Chesapeake Wealth Management 285,828$5,945,2222.48%
View complete list of SPDR SER TR shareholders