Realta Investment Advisors - SPDR SER TR ownership

SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 328 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 6.00 and the average weighting 0.5%.

Quarter-by-quarter ownership
Realta Investment Advisors ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$28,7220.0%9610.0%0.01%
+16.7%
Q2 2023$28,722
+3.4%
961
+0.4%
0.01%
-14.3%
Q4 2022$27,777
+11.1%
957
+12.5%
0.01%0.0%
Q3 2022$25,000851
+16920.0%
0.01%
Q2 2019$050.0%0.00%
Q1 2019$050.00%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Wealthsimple US, Ltd. 542,598$24,487,00013.39%
AllGen Financial Advisors, Inc. 318,654$14,380,84313.33%
Strategic Wealth Investment Group, LLC 466,563$21,056,00012.34%
SHEPHERD KAPLAN KROCHUK, LLC 650,147$29,341,00010.83%
IFS Advisors, LLC 250,068$11,285,0008.64%
Consolidated Planning Corp 219,524$9,907,0006.46%
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 2,427,000$109,530,0005.67%
ISLAY CAPITAL MANAGEMENT, LLC 101,861$4,597,0004.15%
First Heartland Consultants, Inc. 486,653$21,963,0003.65%
Genesee Capital Advisors, LLC 100,618$4,540,0002.97%
View complete list of SPDR SER TR shareholders