Lake Point Wealth Management - SPDR SER TR ownership

SPDR SER TR's ticker is PSK and the CUSIP is 78464A292. A total of 227 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Lake Point Wealth Management ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2022$1,0000.0%230.0%0.00%
Q1 2022$1,0000.0%230.0%0.00%
Q4 2021$1,0000.0%230.0%0.00%
Q3 2021$1,0000.0%230.0%0.00%
Q2 2021$1,0000.0%230.0%0.00%
-100.0%
Q1 2020$1,0000.0%230.0%0.00%
Q4 2019$1,000
-50.0%
23
-59.6%
0.00%
-100.0%
Q2 2019$2,0000.0%570.0%0.00%0.0%
Q1 2019$2,000
-99.1%
57
-98.9%
0.00%
-98.8%
Q4 2018$213,0005,3730.08%
Other shareholders
SPDR SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
USA FINANCIAL FORMULAS 383,147$17,121,0006.92%
Steinberg Global Asset Management 175,304$7,833,0001.53%
USCA RIA LLC 123,407$5,514,0001.19%
Crosspoint Capital Strategies, LLC 92,732$4,060,0001.07%
American Research & Management Co. 35,325$1,578,0000.67%
INVESTMENT PARTNERS, LTD. 11,695$523,0000.63%
Regal Investment Advisors LLC 49,447$2,209,0000.57%
NEXT Financial Group, Inc 27,908$1,247,0000.46%
Windsor Capital Management, LLC 14,566$650,0000.40%
OPTIMUM INVESTMENT ADVISORS 18,495$826,0000.32%
View complete list of SPDR SER TR shareholders