Bay Harbor Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 249 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.38 and the average weighting 0.6%.

Quarter-by-quarter ownership
Bay Harbor Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2022$23
-99.9%
787
-31.0%
0.01%
-37.5%
Q3 2022$34,000
-24.4%
1,141
-16.7%
0.02%
-20.0%
Q2 2022$45,000
-23.7%
1,369
-12.4%
0.02%
-16.7%
Q1 2022$59,000
-16.9%
1,562
-12.7%
0.02%
-17.2%
Q4 2021$71,000
+10.9%
1,789
+16.0%
0.03%
+7.4%
Q3 2021$64,000
-50.0%
1,542
-50.3%
0.03%
-50.9%
Q2 2021$128,000
+2033.3%
3,103
+2485.8%
0.06%
+1733.3%
Q3 2020$6,000
-98.7%
120
-98.7%
0.00%
-98.7%
Q2 2020$449,000
+10.9%
9,578
-9.9%
0.24%
-4.8%
Q2 2019$405,000
-0.2%
10,625
-4.8%
0.25%
-9.4%
Q1 2019$406,000
-51.1%
11,164
-52.9%
0.28%
-58.0%
Q4 2018$830,00023,6870.66%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
AllGen Financial Advisors, Inc. 793,443$20,748,52514.76%
Nan Shan Life Insurance Co., Ltd. 10,956,900$286,522,9357.82%
Donoghue Forlines LLC 797,025$20,842,2047.42%
O'Brien Wealth Partners LLC 893,258$23,358,6946.70%
Goodman Advisory Group, LLC 563,876$14,745,3755.51%
Buttonwood Financial Group, LLC 266,454$6,589,3764.81%
PEAK FINANCIAL ADVISORS LLC 169,530$4,433,2164.79%
Strategic Wealth Investment Group, LLC 919,357$24,041,1954.36%
Snider Financial Group 248,124$6,488,4403.14%
Robinson Value Management, Ltd. 156,624$4,095,7183.05%
View complete list of SPDR SER TR shareholders