CREATIVE FINANCIAL DESIGNS INC /ADV - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 434 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$26,446,218
+11.1%
901,986
+11.5%
3.08%
+10.1%
Q2 2023$23,807,563
-3.3%
808,681
-2.7%
2.80%
-13.1%
Q1 2023$24,626,757
+11.9%
831,143
+11.0%
3.22%
-0.8%
Q4 2022$22,005,485
+3.7%
748,995
+3.1%
3.25%
-6.3%
Q3 2022$21,230,000
+147.0%
726,541
+151.3%
3.47%
+145.7%
Q2 2022$8,594,000
+2.2%
289,074
+3.5%
1.41%
+10.2%
Q1 2022$8,411,000
-5.8%
279,165
-3.2%
1.28%
-4.8%
Q4 2021$8,927,000
+2.4%
288,259
+3.4%
1.34%
-6.7%
Q3 2021$8,715,000
+5.7%
278,871
+5.9%
1.44%
+0.8%
Q2 2021$8,245,000
-3.0%
263,413
-3.0%
1.43%
-14.0%
Q1 2021$8,504,000
+3.2%
271,610
+3.5%
1.66%
-5.6%
Q4 2020$8,239,000
-2.1%
262,376
-2.2%
1.76%
-15.3%
Q3 2020$8,413,000
+55.2%
268,192
+55.1%
2.08%
+26.5%
Q2 2020$5,421,000
+3.2%
172,958
-0.4%
1.64%
-39.3%
Q1 2020$5,255,000
-23.5%
173,716
-22.0%
2.70%
-11.9%
Q4 2019$6,866,000
+89.7%
222,637
+89.6%
3.07%
+57.5%
Q3 2019$3,620,000
+17.8%
117,418
+17.1%
1.95%
+16.9%
Q2 2019$3,073,000
+7.1%
100,240
+6.7%
1.67%
-3.0%
Q1 2019$2,869,000
+67.9%
93,908
+65.7%
1.72%
+38.6%
Q4 2018$1,709,000
-10.2%
56,689
-10.1%
1.24%
+13.3%
Q3 2018$1,903,000
+2.8%
63,044
+2.7%
1.09%
+0.6%
Q2 2018$1,851,000
-7.8%
61,376
-7.6%
1.09%
-15.4%
Q1 2018$2,007,000
-0.5%
66,459
+0.2%
1.28%
-6.2%
Q4 2017$2,018,000
-11.1%
66,328
-10.3%
1.37%
+5.2%
Q3 2017$2,269,000
+3.7%
73,977
+3.6%
1.30%
-7.0%
Q2 2017$2,188,000
+14.5%
71,419
+14.4%
1.40%
+2.0%
Q1 2017$1,911,000
+57.4%
62,443
+57.0%
1.37%
+38.7%
Q4 2016$1,214,00039,7740.99%
Other shareholders
SPDR SER TR shareholders Q3 2021
NameSharesValueWeighting ↓
Great Point Wealth Advisors, LLC 827,286$25,521,00017.39%
Compass Financial Group, Inc. 392,523$12,109,00011.48%
TPG Financial Advisors, LLC 358,266$11,053,0009.95%
Asset Planning Services, Ltd. 715,411$22,070,0009.56%
Hirtle Callaghan & Co LLC 3,527,940$108,837,0008.80%
Baystate Wealth Management LLC 2,147,737$66,258,0008.73%
Occidental Asset Management, LLC 546,534$16,861,0007.06%
NICOLET ADVISORY SERVICES, LLC 1,490,324$45,977,0006.98%
MBM Wealth Consultants, LLC 264,598$8,163,0006.41%
Jacobsen Capital Management 207,303$6,395,0006.15%
View complete list of SPDR SER TR shareholders