Ellis Investment Partners, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 80 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Ellis Investment Partners, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2022$24,000
-4.0%
243
+0.4%
0.01%0.0%
Q2 2022$25,000
-7.4%
242
+0.4%
0.01%
+16.7%
Q1 2022$27,000
-3.6%
241
+0.4%
0.01%0.0%
Q4 2021$28,000
+7.7%
240
+0.8%
0.01%
-14.3%
Q3 2021$26,0000.0%238
+0.4%
0.01%0.0%
Q2 2021$26,0000.0%237
+0.4%
0.01%0.0%
Q1 2021$26,000
+18.2%
236
+0.4%
0.01%0.0%
Q4 2020$22,000
+29.4%
235
+1.3%
0.01%
+16.7%
Q3 2020$17,000
-62.2%
232
-61.3%
0.01%
-64.7%
Q2 2020$45,000
+25.0%
600
+0.8%
0.02%0.0%
Q1 2020$36,000
-39.0%
595
+0.7%
0.02%
-15.0%
Q4 2019$59,000
+9.3%
591
+0.9%
0.02%0.0%
Q3 2019$54,0000.0%586
+0.7%
0.02%0.0%
Q2 2019$54,0005820.02%
Other shareholders
SPDR SER TR shareholders Q4 2020
NameSharesValueWeighting ↓
McNaughton Wealth Management, LLC 65,366$7,462,0004.86%
IAG Wealth Partners, LLC 24,324$2,777,0000.87%
PACIFIC SUN FINANCIAL CORP 8,756$1,000,0000.55%
COWA, LLC 8,380$957,0000.48%
DOHJ, LLC 7,973$910,0000.44%
Aspire Wealth Management Corp 4,818$550,0000.44%
AdvisorNet Financial, Inc 54,477$6,219,0000.39%
Marshall Financial Group LLC 7,683$877,0000.36%
Insight Advisors, LLC/ PA 8,902$1,016,0000.30%
Bickling Financial Services, Inc. 4,570$522,0000.27%
View complete list of SPDR SER TR shareholders