Ellis Investment Partners, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 78 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

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 Q2 2021
NameSharesValueWeighting ↓
Affiance Financial, LLC 142,412$10,870,0005.91%
McNaughton Wealth Management, LLC 61,085$4,663,0004.32%
IAG Wealth Partners, LLC 33,876$2,586,0001.25%
DOHJ, LLC 16,927$1,313,0000.90%
PACIFIC SUN FINANCIAL CORP 10,499$801,0000.72%
AdvisorNet Financial, Inc 68,293$5,213,0000.42%
Clear Creek Financial Management, LLC 20,351$1,553,0000.40%
Focus Financial Network, Inc. 42,231$3,223,4580.36%
AVANTAX ADVISORY SERVICES, INC. 140,377$10,721,0000.31%
Strategic Blueprint, LLC 9,015$688,0000.24%
View complete list of SPDR SER TR shareholders