Realta Investment Advisors - SPDR SER TR ownership

SPDR SER TR's ticker is ROKT and the CUSIP is 78468R630. A total of 13 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Realta Investment Advisors ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$8,9410.0%2040.0%0.00%0.0%
Q2 2023$8,941
+11.5%
2040.0%0.00%0.0%
Q4 2022$8,019
+14.6%
2040.0%0.00%0.0%
Q3 2022$7,0002040.00%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
OPTIMUM INVESTMENT ADVISORS 2,724$112,0000.05%
HERITAGE WEALTH MANAGEMENT, LLC 700$29,0000.01%
Clearview Wealth Advisors LLC 164$7,0000.01%
Financial Engines Advisors L.L.C. 6,633$274,0000.00%
American Portfolios Advisors 659$27,1750.00%
Archer Investment Corp 80$3,229,0000.00%
Global Wealth Management Investment Advisory, Inc. 60$2,0000.00%
North Star Investment Management Corp. 355$15,0000.00%
Citadel Advisors 6,186$255,0000.00%
CAPTRUST FINANCIAL ADVISORS 30$1,0000.00%
View complete list of SPDR SER TR shareholders