Ellis Investment Partners, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 202 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Ellis Investment Partners, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2022$4,000
-20.0%
164
+0.6%
0.00%0.0%
Q2 2022$5,000
-16.7%
163
+0.6%
0.00%0.0%
Q1 2022$6,0000.0%162
+0.6%
0.00%0.0%
Q4 2021$6,000
-68.4%
161
-65.1%
0.00%
-80.0%
Q3 2021$19,000
+216.7%
461
+188.1%
0.01%
+150.0%
Q2 2021$6,0000.0%160
+0.6%
0.00%0.0%
Q1 2021$6,000
-14.3%
1590.0%0.00%0.0%
Q4 2020$7,0000.0%159
+0.6%
0.00%0.0%
Q3 2020$7,0000.0%158
+0.6%
0.00%
-33.3%
Q2 2020$7,0000.0%157
+0.6%
0.00%0.0%
Q1 2020$7,000
+16.7%
1560.0%0.00%
+50.0%
Q4 2019$6,0000.0%156
+0.6%
0.00%0.0%
Q3 2019$6,000
+20.0%
155
+0.6%
0.00%0.0%
Q2 2019$5,0001540.00%
Other shareholders
SPDR SER TR shareholders Q1 2020
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