CABOT WEALTH MANAGEMENT INC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 379 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
CABOT WEALTH MANAGEMENT INC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$10,159
-3.4%
323,032
-1.4%
1.56%
-0.9%
Q2 2023$10,519
-1.6%
327,602
-0.5%
1.57%
-6.9%
Q1 2023$10,694
-0.9%
329,135
-2.9%
1.69%
-7.3%
Q4 2022$10,787
-99.9%
338,903
+17.2%
1.82%
+18.8%
Q3 2022$9,056,000
-11.8%
289,149
-8.1%
1.53%
-6.0%
Q2 2022$10,268,000
+569.4%
314,694
+600.5%
1.63%
+687.0%
Q1 2022$1,534,00044,9220.21%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
INTEGRATED CAPITAL MANAGEMENT, INC. 325,829$11,899,0009.73%
Amtrust Financial Services, Inc. 270,400$9,875,0009.60%
Adams Wealth Management 505,842$18,473,0006.98%
Focused Wealth Management, Inc 1,112,910$40,643,0006.63%
DeGreen Capital Management LLC 523,267$19,110,0006.34%
Occidental Asset Management, LLC 572,789$20,918,0005.42%
TRUEFG, LLC 296,229$10,753,0004.88%
Leicht Financial Planning & Wealth Management, Inc. 210,066$7,726,0004.64%
ERTS Wealth Advisors, LLC 185,623$15,214,0003.99%
Allianz Investment Management U.S. LLC 1,625,340$59,374,0003.98%
View complete list of SPDR SER TR shareholders