Lehman & Derafelo Financial Resources LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 315 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.0%.

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 2019
NameSharesValueWeighting ↓
NOTTINGHAM ADVISORS, INC. 55,726$715,536,00043.48%
INTEGRATED CAPITAL MANAGEMENT, INC. 653,081$23,857,00021.55%
MainStreet Investment Advisors LLC 3,677,353$134,334,0009.19%
Occidental Asset Management, LLC 522,790$19,098,0008.44%
TRUEFG, LLC 261,765$9,562,0007.22%
Adams Wealth Management 188,163$6,874,0007.03%
Leicht Financial Planning & Wealth Management, Inc. 235,183$8,591,0006.82%
ERTS Wealth Advisors, LLC 459,526$16,786,0006.78%
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 1,053,610$38,488,0006.28%
Focused Wealth Management, Inc 734,818$26,843,0006.22%
View complete list of SPDR SER TR shareholders