Lucia Wealth Services, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 307 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Lucia Wealth Services, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2020$331,000
-39.0%
10,956
-37.7%
0.11%
-34.7%
Q4 2019$543,000
-5.4%
17,596
-5.5%
0.17%
-12.6%
Q3 2019$574,000
-5.3%
18,614
-5.5%
0.19%
-8.6%
Q2 2019$606,000
-65.0%
19,687
-65.3%
0.21%
-64.8%
Q1 2019$1,733,000
+14.6%
56,714
+13.0%
0.59%
-16.5%
Q4 2018$1,512,000
-23.2%
50,178
-23.0%
0.71%
+16.0%
Q3 2018$1,968,00065,1990.61%
Other shareholders
SPDR SER TR shareholders Q4 2018
NameSharesValueWeighting ↓
Sunflower Bank, N.A. 1,517,106$47,545,00018.86%
TPG Financial Advisors, LLC 467,340$14,646,00013.13%
Compass Financial Group, Inc. 417,619$13,088,00010.96%
Goodman Financial Corp 610,321$19,127,0009.56%
Cedar Mountain Advisors, LLC 691,430$21,669,0009.39%
Asset Planning Services, Ltd. 686,130$21,503,0009.29%
IRON Financial LLC 572,119$17,930,0009.24%
Occidental Asset Management, LLC 657,653$20,611,0009.12%
MBM Wealth Consultants, LLC 380,032$11,911,0008.40%
Baystate Wealth Management LLC 2,219,395$69,556,0008.14%
View complete list of SPDR SER TR shareholders