Lucia Wealth Services, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 100 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Lucia Wealth Services, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2020$6,799,000
+7.0%
145,465
+7.4%
1.60%
-5.1%
Q2 2020$6,356,000
+85.3%
135,489
+86.5%
1.68%
+48.0%
Q1 2020$3,431,000
+429.5%
72,637
+336.0%
1.14%
+470.4%
Q4 2019$648,000
+77.0%
16,659
+86.9%
0.20%
+63.1%
Q3 2019$366,000
+9.9%
8,913
+2.1%
0.12%
+6.1%
Q2 2019$333,000
+31.1%
8,729
+20.3%
0.12%
+3.6%
Q2 2018$254,000
-85.9%
7,258
-85.9%
0.11%
-81.1%
Q1 2018$1,807,00051,4830.59%
Other shareholders
SPDR SER TR shareholders Q2 2018
NameSharesValueWeighting ↓
AllGen Financial Advisors, Inc. 793,443$20,748,52514.76%
Nan Shan Life Insurance Co., Ltd. 10,956,900$286,522,9357.82%
Donoghue Forlines LLC 797,025$20,842,2047.42%
O'Brien Wealth Partners LLC 893,258$23,358,6946.70%
Goodman Advisory Group, LLC 563,876$14,745,3755.51%
Buttonwood Financial Group, LLC 266,454$6,589,3764.81%
PEAK FINANCIAL ADVISORS LLC 169,530$4,433,2164.79%
Strategic Wealth Investment Group, LLC 919,357$24,041,1954.36%
Snider Financial Group 248,124$6,488,4403.14%
Robinson Value Management, Ltd. 156,624$4,095,7183.05%
View complete list of SPDR SER TR shareholders