Lucia Wealth Services, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTI and the CUSIP is 78464A672. A total of 145 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

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 Q3 2020
NameSharesValueWeighting ↓
Wela Strategies, Inc. 709,853$20,919,00012.27%
Onyx Bridge Wealth Group LLC 792,723$23,631,00010.53%
Boyd Wealth Management, LLC 387,600$11,423,0009.33%
Municipal Employees' Retirement System of Michigan 13,642,882$402,056,0007.42%
Asset Management Resources, LLC 275,685$8,124,0006.90%
S. R. Schill & Associates 457,126$13,471,0006.74%
STEPHENS GROUP ASSET MANAGEMENT, LLC 1,760,020$52,378,0006.07%
O'Brien Wealth Partners LLC 452,351$13,331,0005.57%
MCMORGAN & CO LLC 789,189$23,257,0005.21%
Seaside Wealth Management, Inc. 202,584$6,074,0004.60%
View complete list of SPDR SER TR shareholders