Fermata Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is ONEV and the CUSIP is 78468R754. A total of 57 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Fermata Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,165,653
-1.6%
11,114
-3.4%
0.33%
-6.6%
Q4 2022$1,184,961
+11.0%
11,508
-1.0%
0.35%
+0.9%
Q3 2022$1,068,000
-8.0%
11,621
-1.9%
0.35%
-14.1%
Q2 2022$1,161,000
+5.4%
11,846
+18.1%
0.40%
-1.9%
Q1 2022$1,101,000
+12.9%
10,033
+17.5%
0.41%
+15.7%
Q4 2021$975,000
+97.0%
8,540
+78.3%
0.36%
+63.0%
Q3 2021$495,0004,7900.22%
Other shareholders
SPDR SER TR shareholders Q1 2023
NameSharesValueWeighting ↓
Scarborough Advisors, LLC 143,910$15,197,8143.83%
Provident Wealth Management, LLC 31,452$3,321,5331.70%
Ameritas Investment Partners, Inc. 248,689$26,263,1491.04%
Grey Fox Wealth Advisors, LLC 16,339$1,725,5371.02%
HF Advisory Group, LLC 10,386$1,096,8210.97%
TSFG, LLC 24,810$2,6200.97%
Financial Freedom, LLC 8,696$918,3950.67%
Avant Capital LLC 5,151$543,9720.63%
WealthCare Investment Partners, LLC 7,226$763,1010.46%
Marshall Financial Group LLC 11,743$1,240,1360.44%
View complete list of SPDR SER TR shareholders