ATLANTA FINANCIAL ASSOCIATES LLC /ADV - SPDR SER TR ownership

SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 360 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.03 and the average weighting 1.1%.

Quarter-by-quarter ownership
ATLANTA FINANCIAL ASSOCIATES LLC /ADV ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2021$327,0000.0%7,0990.0%0.15%0.0%
Q4 2020$327,000
-35.4%
7,099
-42.6%
0.15%
-41.2%
Q3 2020$506,000
-10.0%
12,375
-16.8%
0.26%
-16.9%
Q2 2020$562,000
+20.1%
14,8750.0%0.31%
-15.4%
Q1 2020$468,00014,8750.37%
Other shareholders
SPDR SER TR shareholders Q4 2020
NameSharesValueWeighting ↓
Professional Financial Advisors, LLC 1,099,323$51,986,96235.19%
Weitzel Financial Services, Inc. 708,267$33,493,97721.39%
Financial Strategies Group, Inc. 779,484$36,861,80015.31%
Rinkey Investments 494,284$23,374,69013.99%
Treasure Coast Financial Planning 391,902$18,533,00013.83%
Asset Management Resources, LLC 416,505$19,696,51513.38%
Shepherd Financial Partners LLC 1,436,852$67,948,89712.30%
Bridgewealth Advisory Group, LLC 120,620$5,704,10811.19%
VisionPoint Advisory Group, LLC 477,272$24,412,46310.10%
Winch Advisory Services, LLC 472,600$22,3499.53%
View complete list of SPDR SER TR shareholders