CGN Advisors LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 131 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
CGN Advisors LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2023$861,926
-96.3%
39,054
-96.5%
0.12%
-96.2%
Q3 2023$23,222,223
-4.0%
1,116,453
+1.2%
3.13%
-9.9%
Q2 2023$24,177,372
+10.1%
1,103,486
+11.4%
3.47%
+0.2%
Q1 2023$21,963,942
+2474.2%
990,259
+2418.5%
3.46%
+2207.3%
Q4 2022$853,218
-83.0%
39,319
-83.2%
0.15%
-88.1%
Q3 2022$5,027,000
+23.1%
234,349
+31.1%
1.26%
+9.6%
Q2 2022$4,085,000
-29.5%
178,794
-26.1%
1.15%
-20.3%
Q1 2022$5,797,000
-4.3%
241,963
+1.3%
1.44%
-8.4%
Q4 2021$6,060,000
+4.4%
238,772
+5.8%
1.58%
-16.9%
Q3 2021$5,806,000
+9.8%
225,750
+10.4%
1.90%
+13.6%
Q2 2021$5,288,000
+4.1%
204,481
+4.3%
1.67%
-8.6%
Q1 2021$5,081,000
+39.8%
195,961
+42.4%
1.83%
+25.7%
Q4 2020$3,635,000137,5901.45%
Other shareholders
SPDR SER TR shareholders Q3 2021
NameSharesValueWeighting ↓
Leicht Financial Planning & Wealth Management, Inc. 690,840$14,369,4878.87%
Financial Engines Advisors L.L.C. 158,268,550$3,291,985,8448.65%
Hibernia Wealth Partners, LLC 467,769$9,729,5867.53%
Tri-Star Advisors Inc. 20,809$432,8277.33%
FINANCIAL LIFE ADVISORS 632,687$13,163,6285.66%
Redwood Financial Network Corp 177,378$3,689,4573.91%
Carr Financial Group Corp 392,172$8,161,1083.23%
CGN Advisors LLC 1,116,453$23,222,2233.13%
KWB Wealth 723,527$15,852,4872.54%
Chesapeake Wealth Management 285,828$5,945,2222.48%
View complete list of SPDR SER TR shareholders