SkyOak Wealth, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTS and the CUSIP is 78468R101. A total of 235 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
SkyOak Wealth, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2022$206,000
-11.6%
7,003
-10.8%
0.07%
+7.7%
Q1 2022$233,000
-4.5%
7,852
-2.0%
0.06%
+4.8%
Q4 2021$244,000
-0.4%
8,014
+0.2%
0.06%
-6.1%
Q3 2021$245,0000.0%7,9990.0%0.07%0.0%
Q2 2021$245,0000.0%7,9990.0%0.07%
-2.9%
Q1 2021$245,000
-0.4%
7,9990.0%0.07%
-11.7%
Q4 2020$246,0000.0%7,9990.0%0.08%
-12.5%
Q3 2020$246,0007,9990.09%
Other shareholders
SPDR SER TR shareholders Q4 2020
NameSharesValueWeighting ↓
Model Capital Management LLC 11,671,583$357,501,00084.70%
Capitol Family Office, Inc. 898,764$26,648,00021.46%
M. Kulyk & Associates, LLC 2,111,721$62,613,00017.10%
Wealth Advisors of Iowa, LLC 660,561$19,586,0009.81%
TPG Financial Advisors, LLC 526,856$15,621,0009.45%
Better Money Decisions, LLC 319,056$9,460,0008.87%
Municipal Employees' Retirement System of Michigan 19,320,342$572,848,0008.85%
First Affirmative Financial Network 310,359$9,202,0008.82%
Private Wealth Group, LLC 403,999$11,979,0008.81%
Spectrum Planning & Advisory Services Inc. 240,762$7,139,0006.53%
View complete list of SPDR SER TR shareholders