Values First Advisors, Inc. - 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
Values First Advisors, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$270
-4.9%
130.0%0.00%
Q2 2023$284
-1.4%
130.0%0.00%
Q1 2023$288
-100.0%
13
-100.0%
0.00%
-100.0%
Q4 2022$1,144,935
-48.5%
52,762
-49.1%
0.80%
-50.0%
Q3 2022$2,223,000
-3.2%
103,631
+3.1%
1.60%
-2.1%
Q2 2022$2,296,000
-54.8%
100,493
-52.6%
1.63%
-49.1%
Q1 2022$5,080,000
+0.9%
212,024
+6.9%
3.21%
+7.6%
Q4 2021$5,033,000
+17.3%
198,322
+18.9%
2.98%
+7.2%
Q3 2021$4,291,000
+10.5%
166,829
+11.1%
2.78%
+5.5%
Q2 2021$3,884,000
+5.9%
150,205
+6.2%
2.64%
-2.6%
Q1 2021$3,666,000
+7.0%
141,385
+9.0%
2.71%
-0.9%
Q4 2020$3,426,000
-0.4%
129,661
+0.4%
2.73%
-13.6%
Q3 2020$3,439,000
+10.7%
129,102
+11.3%
3.16%
+2.8%
Q2 2020$3,107,000
-1.6%
115,993
-2.0%
3.08%
-18.8%
Q1 2020$3,157,506
+7.2%
118,303
+4.9%
3.79%
+33.3%
Q4 2019$2,945,000112,7862.84%
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