Lucia Wealth Services, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTS and the CUSIP is 78468R101. A total of 120 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$2,100,000
-51.0%
68,362
-52.3%
0.70%
-47.2%
Q4 2019$4,290,000
-6.9%
143,186
-6.7%
1.32%
-14.1%
Q3 2019$4,609,000
-3.5%
153,529
-3.6%
1.53%
-6.7%
Q2 2019$4,778,000
+64.0%
159,271
+62.7%
1.64%
+64.7%
Q1 2019$2,914,000
+13.8%
97,900
+13.1%
1.00%
-17.1%
Q4 2018$2,561,000
-22.7%
86,591
-23.0%
1.20%
+16.9%
Q3 2018$3,311,000112,4581.03%
Other shareholders
SPDR SER TR shareholders Q4 2018
NameSharesValueWeighting ↓
First Trust Bank, Ltd. 431,260$12,385,78766.15%
Tilson Financial Group, Inc. 499,264$14,33911.27%
Better Money Decisions, LLC 438,529$12,594,54511.09%
DESTINY CAPITAL SECURITIES CORPORATION 376,026$10,799,4538.76%
Tri-Star Advisors Inc. 17,924$514,7878.72%
Meridian Financial Partners LLC 238,109$6,8226.98%
Treasure Coast Financial Planning 336,270$9,657,6746.70%
GM Advisory Group, LLC 2,740,122$78,696,2936.43%
First Affirmative Financial Network 221,914$6,373,3696.24%
Municipal Employees' Retirement System of Michigan 13,165,238$378,1065.26%
View complete list of SPDR SER TR shareholders