Ellis Investment Partners, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 222 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

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 Q4 2020
NameSharesValueWeighting ↓
First Trust Bank, Ltd. 622,000$18,597,80086.51%
AllGen Financial Advisors, Inc. 471,148$14,087,3298.87%
Nan Shan Life Insurance Co., Ltd. 10,956,900$327,611,3107.90%
Scissortail Wealth Management, LLC 255,896$7,666,3126.29%
Tradewinds Capital Management, LLC 622,119$18,601,3595.80%
PEAK FINANCIAL ADVISORS LLC 230,907$6,904,1195.42%
Buttonwood Financial Group, LLC 198,890$5,871,2485.08%
O'Brien Wealth Partners LLC 529,495$15,831,8924.66%
Astoria Portfolio Advisors LLC. 402,983$11,956,4964.63%
Strategic Wealth Investment Group, LLC 879,061$26,283,9324.17%
View complete list of SPDR SER TR shareholders