Poehling Capital Management, INC. - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 304 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Poehling Capital Management, INC. ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2022$232,000
-4.1%
7,1000.0%0.09%
+16.0%
Q1 2022$242,000
-5.8%
7,1000.0%0.08%
-9.6%
Q4 2021$257,000
-0.8%
7,1000.0%0.08%
-4.6%
Q3 2021$259,000
-0.8%
7,1000.0%0.09%
+4.8%
Q2 2021$261,000
+1.6%
7,1000.0%0.08%
-7.8%
Q1 2021$257,000
-2.7%
7,1000.0%0.09%
-14.3%
Q4 2020$264,000
+1.1%
7,1000.0%0.10%
-21.6%
Q3 2020$261,000
+0.8%
7,1000.0%0.13%
-3.6%
Q2 2020$259,000
+7.5%
7,1000.0%0.14%
-21.5%
Q1 2020$241,000
-4.0%
7,1000.0%0.18%
+7.9%
Q4 2019$251,000
+0.4%
7,1000.0%0.16%
-10.4%
Q3 2019$250,0007,1000.18%
Other shareholders
SPDR SER TR shareholders Q1 2020
NameSharesValueWeighting ↓
GoalVest Advisory LLC 221,088$7,258,3193.19%
CGN Advisors LLC 369,673$12,136,3701.68%
ST GERMAIN D J CO INC 641,073$21,046,4271.10%
Systelligence, LLC 113,349$3,721,2481.02%
APPLETON PARTNERS INC/MA 230,020$7,5520.61%
JUNCTURE WEALTH STRATEGIES, LLC 16,865$553,6780.25%
Curbstone Financial Management Corp 12,720$417,5980.10%
Bartlett & Co. LLC 167,089$5,4910.09%
Anchor Investment Management, LLC 1,121$36,8020.00%
View complete list of SPDR SER TR shareholders