Professional Financial Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPLB and the CUSIP is 78464A367. A total of 111 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 1.71 and the average weighting 0.2%.

Quarter-by-quarter ownership
Professional Financial Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2021$18,0000.0%580
+0.9%
0.01%
-20.0%
Q3 2021$18,0000.0%575
+0.9%
0.01%0.0%
Q2 2021$18,000
+5.9%
570
+0.7%
0.01%
-9.1%
Q1 2021$17,0005660.01%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Twelve Points Wealth Management LLC 202,711$4,550,8583.10%
NYL Investors LLC 1,859,250$41,740,1643.00%
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 116,318$2,611,3252.81%
Collaborative Wealth Managment Inc. 84,090$1,887,8171.24%
METROPOLITAN LIFE INSURANCE CO/NY 1,000,000$22,450,0001.00%
Gradient Investments LLC 1,409,396$31,640,9411.00%
FINANCIAL LIFE ADVISORS 88,494$1,986,6900.92%
Elevated Capital Advisors, LLC 106,534$2,391,6900.91%
COMPASS FINANCIAL ADVISORS LLC 16,301$365,9570.49%
Arete Wealth Advisors, LLC 116,641$5,246,496,1800.46%
View complete list of SPDR SER TR shareholders