Great Point Wealth Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTS and the CUSIP is 78468R101. A total of 231 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Great Point Wealth Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$16,458,553
+2.5%
570,092
+2.7%
3.76%
+0.5%
Q1 2024$16,053,488
+387.4%
555,100
+389.6%
3.74%
+337.3%
Q4 2023$3,293,450
-18.3%
113,372
-19.2%
0.86%
-29.2%
Q3 2023$4,029,134
-5.9%
140,290
-5.6%
1.21%
-6.0%
Q2 2023$4,279,921
-5.2%
148,660
-3.7%
1.29%
-10.1%
Q1 2023$4,512,680
-4.2%
154,385
-5.3%
1.43%
-9.4%
Q4 2022$4,709,236
-33.4%
163,006
-33.4%
1.58%
-40.1%
Q3 2022$7,073,000
-32.8%
244,654
-31.6%
2.64%
-29.3%
Q2 2022$10,528,000
+3024.0%
357,479
+3040.7%
3.73%
+3451.4%
Q1 2022$337,000
-46.8%
11,382
-45.3%
0.10%
-45.9%
Q4 2021$633,000
-0.6%
20,7920.0%0.19%
-11.4%
Q3 2021$637,000
-0.8%
20,792
-0.8%
0.22%
-2.2%
Q2 2021$642,000
-0.2%
20,962
-0.0%
0.22%
-8.9%
Q1 2021$643,000
-95.2%
20,964
-95.2%
0.25%
-95.7%
Q4 2020$13,456,000
-45.1%
438,189
-45.0%
5.78%
-54.3%
Q3 2020$24,488,0000.0%797,1640.0%12.63%0.0%
Q2 2020$24,488,000
+794.7%
797,164
+794.6%
12.63%
+452.4%
Q1 2020$2,737,00089,1112.29%
Other shareholders
SPDR SER TR shareholders Q3 2020
NameSharesValueWeighting ↓
M. Kulyk & Associates, LLC 1,687,803$51,748,00019.32%
Municipal Employees' Retirement System of Michigan 25,603,639$785,008,00013.16%
Private Wealth Group, LLC 572,369$17,549,00012.53%
Nelson Capital Management, LLC 1,466,605$44,966,0009.62%
Better Money Decisions, LLC 282,543$8,663,0008.94%
Tempus Wealth Planning, LLC 234,180$7,180,0007.60%
Spectrum Planning & Advisory Services Inc. 220,952$6,774,0006.96%
Mach-1 Financial Group, LLC 266,753$8,178,0006.65%
Aries Wealth Management 476,110$14,598,0006.56%
LifeSteps Financial, Inc. 246,446$7,556,0006.31%
View complete list of SPDR SER TR shareholders