Arkadios Wealth Advisors - SPDR SER TR ownership

SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 253 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Arkadios Wealth Advisors ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$797,137
+46.4%
30,483
+67.4%
0.08%
+20.6%
Q2 2023$544,615
+1501.8%
18,215
+2107.9%
0.06%
+1160.0%
Q3 2021$34,0000.0%8250.0%0.01%
+25.0%
Q2 2021$34,0008250.00%
Other shareholders
SPDR SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
Strategic Wealth Investment Group, LLC 1,411,264$59,485,00015.47%
Frontier Asset Management, LLC 354,755$14,953,00011.02%
SHEPHERD KAPLAN KROCHUK, LLC 619,260$26,102,0009.40%
AllGen Financial Advisors, Inc. 259,892$10,954,4368.12%
Nan Shan Life Insurance Co., Ltd. 9,256,900$390,178,0005.92%
O'Brien Wealth Partners LLC 402,098$15,855,0005.50%
Intelligence Driven Advisers, LLC 678,987$27,506,0005.05%
ISLAY CAPITAL MANAGEMENT, LLC 149,369$6,296,0004.76%
Tradewinds Capital Management, LLC 529,194$22,306,0003.42%
S. R. Schill & Associates 161,290$6,798,0002.71%
View complete list of SPDR SER TR shareholders