Strategic Wealth Investment Group, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is PSK and the CUSIP is 78464A292. A total of 199 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Strategic Wealth Investment Group, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2023$201,410
-1.0%
5,931
+4.5%
0.04%
-21.3%
Q4 2022$203,467
-9.2%
5,677
-1.0%
0.05%
-11.3%
Q1 2022$224,000
-8.2%
5,734
+2.1%
0.05%
-27.4%
Q3 2021$244,000
-2.0%
5,617
-0.3%
0.07%
-17.0%
Q2 2021$249,000
+2.9%
5,633
+1.0%
0.09%
-24.1%
Q1 2021$242,000
-1.6%
5,579
+0.6%
0.12%
-19.4%
Q4 2020$246,000
-4.7%
5,543
-6.5%
0.14%
-25.8%
Q3 2020$258,000
+12.7%
5,927
+8.5%
0.19%
-13.4%
Q2 2020$229,000
-63.4%
5,461
-65.8%
0.22%
-78.0%
Q1 2020$625,000
-6.4%
15,959
+5.1%
1.02%
+46.9%
Q4 2019$668,00015,1820.69%
Other shareholders
SPDR SER TR shareholders Q4 2020
NameSharesValueWeighting ↓
NewSquare Capital LLC 591,724$27,264,0006.49%
Prospera Financial Services Inc 437,196$20,144,0004.16%
INVESTMENT PARTNERS, LTD. 43,707$2,014,0002.01%
Steinberg Global Asset Management 174,436$8,037,0001.40%
Transamerica Financial Advisors, Inc. 290,805$13,400,0001.35%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 37,971$1,750,0000.82%
CWM, LLC 189,245$8,720,0000.64%
Regal Investment Advisors LLC 46,873$2,160,0000.59%
American Research & Management Co. 28,325$1,305,0000.50%
NEXT Financial Group, Inc 32,835$1,512,0000.48%
View complete list of SPDR SER TR shareholders