CreativeOne Wealth, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 217 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
CreativeOne Wealth, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$3,168
-43.0%
121,138
-32.4%
0.23%
+64.0%
Q2 2023$5,555
+64.2%
179,102
+63.4%
0.14%
-16.8%
Q1 2023$3,384
+21.3%
109,600
+14.0%
0.17%
+8.4%
Q4 2022$2,790
-99.9%
96,114
+7.1%
0.15%
-3.8%
Q3 2022$2,660,000
-10.3%
89,747
+0.1%
0.16%
-0.6%
Q2 2022$2,965,000
-8.9%
89,646
+4.1%
0.16%
-4.7%
Q1 2022$3,256,000
+7.9%
86,105
+20.2%
0.17%
+13.4%
Q4 2021$3,019,000
+30.2%
71,617
+27.6%
0.15%
+9.6%
Q3 2021$2,318,000
-14.5%
56,110
-14.6%
0.14%
-18.6%
Q2 2021$2,712,000
+34.1%
65,685
+26.6%
0.17%
+9.2%
Q1 2021$2,022,000
+0.7%
51,869
+16.6%
0.15%
-7.8%
Q4 2020$2,007,000
-21.4%
44,473
-18.6%
0.17%
-53.2%
Q3 2020$2,555,000
+41.0%
54,657
+41.5%
0.36%
+25.9%
Q2 2020$1,812,000
+28.0%
38,630
+28.8%
0.28%
+4.1%
Q1 2020$1,416,000
+26.7%
29,983
+4.2%
0.27%
+43.4%
Q4 2019$1,118,000
+6.3%
28,769
+12.3%
0.19%
-6.9%
Q3 2019$1,052,000
+57.7%
25,626
+46.7%
0.20%
+45.0%
Q2 2019$667,000
+18.7%
17,466
+13.2%
0.14%
-4.8%
Q1 2019$562,000
+36.1%
15,436
+31.2%
0.15%
+5.8%
Q4 2018$413,000
-21.3%
11,769
-24.2%
0.14%
-28.4%
Q3 2018$525,000
+68.8%
15,532
+74.8%
0.19%
+44.8%
Q2 2018$311,000
-15.7%
8,885
-15.5%
0.13%
-26.8%
Q1 2018$369,00010,5100.18%
Other shareholders
SPDR SER TR shareholders Q3 2021
NameSharesValueWeighting ↓
AllGen Financial Advisors, Inc. 793,443$20,748,52514.76%
Nan Shan Life Insurance Co., Ltd. 10,956,900$286,522,9357.82%
Donoghue Forlines LLC 797,025$20,842,2047.42%
O'Brien Wealth Partners LLC 893,258$23,358,6946.70%
Goodman Advisory Group, LLC 563,876$14,745,3755.51%
Buttonwood Financial Group, LLC 266,454$6,589,3764.81%
PEAK FINANCIAL ADVISORS LLC 169,530$4,433,2164.79%
Strategic Wealth Investment Group, LLC 919,357$24,041,1954.36%
Snider Financial Group 248,124$6,488,4403.14%
Robinson Value Management, Ltd. 156,624$4,095,7183.05%
View complete list of SPDR SER TR shareholders