Retirement Group, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 343 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Retirement Group, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$7,705
-2.1%
2450.0%0.00%0.0%
Q2 2023$7,867
+98237.5%
2450.0%0.00%
-25.0%
Q1 2023$80.0%2450.0%0.00%0.0%
Q4 2022$8
-99.6%
245
+345.5%
0.00%
+100.0%
Q3 2022$2,000
-75.0%
55
-77.6%
0.00%
-33.3%
Q2 2022$8,0000.0%2450.0%0.00%0.0%
Q1 2022$8,000
+14.3%
245
+28.9%
0.00%0.0%
Q4 2021$7,0000.0%1900.0%0.00%0.0%
Q3 2021$7,0000.0%1900.0%0.00%0.0%
Q2 2021$7,0000.0%1900.0%0.00%0.0%
Q1 2021$7,0000.0%1900.0%0.00%0.0%
Q4 2020$7,0000.0%1900.0%0.00%
-25.0%
Q3 2020$7,0000.0%1900.0%0.00%0.0%
Q2 2020$7,0000.0%1900.0%0.00%
-20.0%
Q4 2019$7,0001900.01%
Other shareholders
SPDR SER TR shareholders Q3 2021
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