Lloyd Advisory Services, LLC. - SPDR SER TR ownership

SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 154 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Lloyd Advisory Services, LLC. ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2022$42,0000.0%1,766
+5.8%
0.02%
+5.3%
Q4 2021$42,000
+16.7%
1,669
+20.7%
0.02%0.0%
Q3 2021$36,000
+20.0%
1,383
+18.3%
0.02%
+26.7%
Q2 2021$30,000
+15.4%
1,169
+15.2%
0.02%
+7.1%
Q1 2021$26,000
+4.0%
1,015
+6.8%
0.01%0.0%
Q4 2020$25,000
+25.0%
950
+26.5%
0.01%
+16.7%
Q3 2020$20,000
+5.3%
751
+4.2%
0.01%0.0%
Q2 2020$19,0000.0%721
+1.0%
0.01%
-14.3%
Q1 2020$19,000
+137.5%
714
+125.2%
0.01%
+100.0%
Q4 2019$8,0003170.01%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
Capitol Family Office, Inc. 504,340$12,800,0008.78%
Financial Engines Advisors L.L.C. 116,885,017$2,966,542,0007.89%
Modera Wealth Management, LLC 7,048,670$178,896,0006.83%
KWB Wealth 1,607,385$40,795,0006.78%
Leicht Financial Planning & Wealth Management, Inc. 294,865$7,484,0004.27%
Concord Wealth Partners 675,033$17,132,0004.19%
Values First Advisors, Inc. 198,322$5,033,0002.98%
Chesapeake Wealth Management 307,030$7,792,0002.62%
Pinnacle Wealth Management Group, Inc. 121,732$3,090,0002.29%
Good Life Advisors, LLC 672,203$17,061,0002.07%
View complete list of SPDR SER TR shareholders