Lehman & Derafelo Financial Resources LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 264 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Lehman & Derafelo Financial Resources LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2022$41,000
-4.7%
1,3220.0%0.01%0.0%
Q2 2022$43,000
-10.4%
1,3220.0%0.01%
-18.8%
Q3 2021$48,000
-2.0%
1,3220.0%0.02%
+23.1%
Q2 2021$49,000
+2.1%
1,3220.0%0.01%0.0%
Q1 2021$48,000
-2.0%
1,3220.0%0.01%
-13.3%
Q4 2020$49,0000.0%1,3220.0%0.02%
-6.2%
Q3 2020$49,000
+2.1%
1,3220.0%0.02%
-5.9%
Q2 2020$48,000
+6.7%
1,3220.0%0.02%
-10.5%
Q1 2020$45,000
-4.3%
1,3220.0%0.02%
+11.8%
Q4 2019$47,0000.0%1,3220.0%0.02%
-5.6%
Q3 2019$47,000
+2.2%
1,3220.0%0.02%
-5.3%
Q2 2019$46,000
+2.2%
1,3220.0%0.02%0.0%
Q1 2019$45,000
+2.3%
1,3220.0%0.02%
-13.6%
Q4 2018$44,0001,3220.02%
Other shareholders
SPDR SER TR shareholders Q4 2018
NameSharesValueWeighting ↓
INTEGRATED CAPITAL MANAGEMENT, INC. 617,653$20,407,00019.12%
Great Point Wealth Advisors, LLC 417,669$13,799,00013.05%
PARK AVENUE SECURITIES LLC 1,517,110$50,398,0007.73%
DeGreen Capital Management LLC 424,098$140,122,0007.67%
TPG Financial Advisors, LLC 194,565$6,428,0006.98%
ALLIANZ INVESTMENT MANAGEMENT LLC 2,000,000$66,080,0006.70%
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 1,175,935$38,853,0006.43%
WRAPMANAGER INC 498,613$16,474,0005.84%
Occidental Asset Management, LLC 255,770$8,451,0004.78%
Willow Creek Wealth Management Inc. 222,318$7,345,0003.90%
View complete list of SPDR SER TR shareholders