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 ↓
Strategic Wealth Investment Group, LLC 1,411,264$59,485,00015.47%
Frontier Asset Management, LLC 354,755$14,953,00011.02%
SHEPHERD KAPLAN KROCHUK, LLC 619,260$26,102,0009.40%
AllGen Financial Advisors, Inc. 259,892$10,954,4368.12%
Nan Shan Life Insurance Co., Ltd. 9,256,900$390,178,0005.92%
O'Brien Wealth Partners LLC 402,098$15,855,0005.50%
Intelligence Driven Advisers, LLC 678,987$27,506,0005.05%
ISLAY CAPITAL MANAGEMENT, LLC 149,369$6,296,0004.76%
Tradewinds Capital Management, LLC 529,194$22,306,0003.42%
S. R. Schill & Associates 161,290$6,798,0002.71%
View complete list of SPDR SER TR shareholders