Joseph P. Lucia & Associates, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 257 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.83 and the average weighting 0.6%.

Quarter-by-quarter ownership
Joseph P. Lucia & Associates, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2022$2,0000.0%600.0%0.00%0.0%
Q1 2022$2,000
-94.4%
60
-93.2%
0.00%
-95.2%
Q3 2021$36,0000.0%8800.0%0.02%
-4.5%
Q2 2021$36,000
+5.9%
8800.0%0.02%
+46.7%
Q1 2021$34,000
-15.0%
8800.0%0.02%
-46.4%
Q4 2020$40,000
-2.4%
8800.0%0.03%
-24.3%
Q2 2020$41,000
-2.4%
8800.0%0.04%
-21.3%
Q1 2020$42,000
+23.5%
8800.0%0.05%
+51.6%
Q4 2019$34,000
-5.6%
8800.0%0.03%
-16.2%
Q3 2019$36,000
+5.9%
8800.0%0.04%
+2.8%
Q2 2019$34,000
-96.1%
880
-97.2%
0.04%
-44.6%
Q1 2019$880,00031,3090.06%
Other shareholders
SPDR SER TR shareholders Q2 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