Financial Strategies Group, Inc. - 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
Financial Strategies Group, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2022$254,000
-37.3%
7,685
-28.2%
0.11%
-34.2%
Q1 2022$405,000
+69.5%
10,710
+102.3%
0.16%
+21.1%
Q4 2020$239,000
-38.4%
5,294
-36.2%
0.13%
-49.0%
Q3 2020$388,000
+48.7%
8,296
+50.1%
0.26%
+10.6%
Q1 2020$261,000
+17.6%
5,528
-3.4%
0.24%
+31.8%
Q4 2019$222,0005,7210.18%
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