Lucia Wealth Services, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTI and the CUSIP is 78464A672. A total of 130 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Lucia Wealth Services, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2020$5,005,000
+1.9%
150,564
+1.9%
1.17%
-9.6%
Q2 2020$4,911,000
+2.2%
147,820
+2.0%
1.30%
-18.3%
Q1 2020$4,803,000
+10.8%
144,961
+3.5%
1.59%
+19.5%
Q4 2019$4,333,000
+9.3%
140,080
+10.4%
1.33%
+0.8%
Q3 2019$3,966,000
+2.4%
126,827
+102.3%
1.32%
-1.0%
Q2 2019$3,874,00062,6911.33%
Other shareholders
SPDR SER TR shareholders Q1 2020
NameSharesValueWeighting ↓
Wela Strategies, Inc. 734,098$20,73111.64%
Boyd Wealth Management, LLC 498,103$14,066,42310.33%
O'Brien Wealth Partners LLC 773,779$21,851,5268.68%
Beacon Bridge Wealth Partners, LLC 374,134$10,565,5447.68%
Onyx Bridge Wealth Group LLC 635,812$18,254,1667.42%
Flagstone Financial Management 414,433$11,703,6007.13%
US FINANCIAL ADVISORS, LLC 465,021$13,132,2036.59%
S. R. Schill & Associates 450,444$12,720,5346.34%
STEPHENS GROUP ASSET MANAGEMENT, LLC 1,761,609$49,747,8385.66%
Municipal Employees' Retirement System of Michigan 10,499,797$296,5144.79%
View complete list of SPDR SER TR shareholders