New Potomac Partners, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 286 filers reported holding SPDR SER TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
New Potomac Partners, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2020$19,0000.0%6000.0%0.02%
-11.8%
Q2 2020$19,000
+5.6%
6000.0%0.02%
-15.0%
Q1 2020$18,000
-5.3%
6000.0%0.02%
+11.1%
Q4 2019$19,000
-13.6%
600
-14.3%
0.02%
-18.2%
Q3 2019$22,0000.0%7000.0%0.02%0.0%
Q2 2019$22,000
+4.8%
7000.0%0.02%
+4.8%
Q1 2019$21,0000.0%7000.0%0.02%
-8.7%
Q4 2018$21,0000.0%7000.0%0.02%
+21.1%
Q3 2018$21,000
-30.0%
700
-30.0%
0.02%
-34.5%
Q2 2018$30,0000.0%1,0000.0%0.03%0.0%
Q1 2018$30,0000.0%1,0000.0%0.03%0.0%
Q4 2017$30,0001,0000.03%
Other shareholders
SPDR SER TR shareholders Q3 2018
NameSharesValueWeighting ↓
Compass Financial Group, Inc. 368,292$11,251,00011.13%
Titan Capital Management, LLC /TX 342,777$10,472,00010.71%
Great Point Wealth Advisors, LLC 400,225$12,226,00010.38%
TPG Financial Advisors, LLC 343,224$10,451,00010.10%
Hirtle Callaghan & Co LLC 4,066,167$124,221,00010.07%
Asset Planning Services, Ltd. 653,722$19,971,0009.44%
Baystate Wealth Management LLC 2,037,831$62,175,0008.23%
Occidental Asset Management, LLC 526,614$16,088,0007.74%
NICOLET ADVISORY SERVICES, LLC 1,454,767$44,443,0007.54%
MBM Wealth Consultants, LLC 251,358$7,679,0006.73%
View complete list of SPDR SER TR shareholders