Financial Gravity Asset Management, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is PSK and the CUSIP is 78464A292. A total of 190 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 250.00 and the average weighting 0.6%.

Quarter-by-quarter ownership
Financial Gravity Asset Management, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$162
-10.5%
5
-85.3%
0.00%
-100.0%
Q1 2023$181
-99.9%
34
-2.9%
0.01%0.0%
Q3 2022$186,000
-2.6%
35
-2.8%
0.01%0.0%
Q2 2022$191,000
-8.2%
36
-7.7%
0.01%0.0%
Q1 2022$208,000
-8.8%
39
-9.3%
0.01%
+20.0%
Q4 2021$228,000
+430.2%
43
+760.0%
0.01%
-75.0%
Q3 2021$43,000
-2.3%
50.0%0.02%
+25.0%
Q2 2021$44,000
-81.0%
50.0%0.02%
+220.0%
Q1 2021$231,000
+23000.0%
5
-80.8%
0.01%
+400.0%
Q4 2020$1,000
-100.0%
26
-75.0%
0.00%
-92.3%
Q1 2020$4,080,0001040.01%
Other shareholders
SPDR SER TR shareholders Q1 2023
NameSharesValueWeighting ↓
USA FINANCIAL FORMULAS 383,147$17,121,0006.92%
Steinberg Global Asset Management 175,304$7,833,0001.53%
USCA RIA LLC 123,407$5,514,0001.19%
Crosspoint Capital Strategies, LLC 92,732$4,060,0001.07%
American Research & Management Co. 35,325$1,578,0000.67%
INVESTMENT PARTNERS, LTD. 11,695$523,0000.63%
Regal Investment Advisors LLC 49,447$2,209,0000.57%
NEXT Financial Group, Inc 27,908$1,247,0000.46%
Windsor Capital Management, LLC 14,566$650,0000.40%
OPTIMUM INVESTMENT ADVISORS 18,495$826,0000.32%
View complete list of SPDR SER TR shareholders