Rockefeller Capital Management L.P. - SPDR SER TR ownership

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SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 306 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 5.50 and the average weighting 0.6%.

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Quarter-by-quarter ownership
Rockefeller Capital Management L.P. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,651,827
+53.3%
44,764
+61.3%
0.01%
+50.0%
Q2 2023$1,077,823
+106933.1%
27,750
+4.0%
0.00%0.0%
Q1 2023$1,007
-0.3%
26,672
-2.4%
0.00%
-20.0%
Q4 2022$1,010
-99.9%
27,328
-4.3%
0.01%0.0%
Q3 2022$972,000
-6.3%
28,553
-0.9%
0.01%
-16.7%
Q2 2022$1,037,000
-18.4%
28,823
-4.6%
0.01%0.0%
Q1 2022$1,271,000
-20.6%
30,218
-15.7%
0.01%
-14.3%
Q4 2021$1,601,000
+316.9%
35,834
+297.1%
0.01%
+250.0%
Q3 2021$384,000
-4.7%
9,023
-1.6%
0.00%0.0%
Q2 2021$403,000
-22.4%
9,173
-25.4%
0.00%
-50.0%
Q1 2021$519,000
+13.3%
12,301
-3.9%
0.00%
+33.3%
Q4 2020$458,000
+29.0%
12,800
-1.3%
0.00%0.0%
Q3 2020$355,000
-12.1%
12,970
-14.8%
0.00%
-25.0%
Q2 2020$404,000
+2593.3%
15,216
+2160.9%
0.00%–
Q1 2020$15,000–673–0.00%–
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Other shareholders
SPDR SER TR shareholders Q4 2020
NameSharesValueWeighting ↓
Marmo Financial Group, LLC 310,740$11,466,29110.88%
Syntegra Private Wealth Group, LLC 1,800,694$66,445,61110.44%
Taylor & Morgan Wealth Management, LLC 272,824$10,067,1919.07%
Pachira Investments Inc. 217,427$8,023,0489.01%
Pinnacle Wealth Planning Services, Inc. 1,432,518$52,859,8968.71%
WALLER FINANCIAL PLANNING GROUP, INC 801,230$29,565,3758.60%
Financial Security Advisor, Inc. 457,335$16,875,6877.76%
RETIREMENT FINANCIAL SOLUTIONS, LLC 306,880$11,323,8727.63%
Garrett Wealth Advisory Group, LLC 424,884$15,678,2647.14%
Wall Capital Group, Inc. 138,972$5,018,2797.13%
View complete list of SPDR SER TR shareholders