Kestra Advisory Services, LLC - 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
Kestra Advisory Services, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$929,580
+49.2%
35,548
+70.6%
0.01%
+50.0%
Q2 2023$622,877
+18.3%
20,832
+22.2%
0.01%0.0%
Q1 2023$526,403
-80.7%
17,047
-81.8%
0.01%
-75.0%
Q4 2022$2,724,466
-99.9%
93,850
-25.2%
0.02%
+20.0%
Q3 2022$1,861,860,000
+195473.5%
125,496
+335.8%
0.02%
+100.0%
Q2 2022$952,000
-4.2%
28,795
+9.5%
0.01%0.0%
Q1 2022$994,000
-10.9%
26,292
-0.7%
0.01%
-9.1%
Q4 2021$1,116,000
+81.8%
26,480
+77.9%
0.01%
+83.3%
Q3 2021$614,000
-19.4%
14,882
-19.3%
0.01%
-33.3%
Q2 2021$762,000
+40.1%
18,439
+32.2%
0.01%
+28.6%
Q1 2021$544,000
+57.7%
13,953
+82.4%
0.01%
+75.0%
Q4 2020$345,000
-99.9%
7,650
+7474.3%
0.00%
-33.3%
Q3 2020$321,000,0001010.01%
Other shareholders
SPDR SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
AllGen Financial Advisors, Inc. 793,443$20,748,52514.76%
Nan Shan Life Insurance Co., Ltd. 10,956,900$286,522,9357.82%
Donoghue Forlines LLC 797,025$20,842,2047.42%
O'Brien Wealth Partners LLC 893,258$23,358,6946.70%
Goodman Advisory Group, LLC 563,876$14,745,3755.51%
Buttonwood Financial Group, LLC 266,454$6,589,3764.81%
PEAK FINANCIAL ADVISORS LLC 169,530$4,433,2164.79%
Strategic Wealth Investment Group, LLC 919,357$24,041,1954.36%
Snider Financial Group 248,124$6,488,4403.14%
Robinson Value Management, Ltd. 156,624$4,095,7183.05%
View complete list of SPDR SER TR shareholders