PEAK FINANCIAL ADVISORS LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 249 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.38 and the average weighting 0.6%.

Quarter-by-quarter ownership
PEAK FINANCIAL ADVISORS LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$4,433,216
-35.8%
169,530
-26.6%
4.79%
-11.6%
Q2 2023$6,904,119
+136.1%
230,907
+143.8%
5.42%
+119.4%
Q1 2023$2,924,151
+1229.2%
94,694
+1711.6%
2.47%
+1352.9%
Q4 2021$220,0005,2270.17%
Other shareholders
SPDR SER TR shareholders Q1 2022
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