BALDWIN BROTHERS LLC/MA - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 559 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
BALDWIN BROTHERS LLC/MA ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2022$29,000
-3.3%
1,0000.0%0.00%0.0%
Q2 2022$30,0000.0%1,0000.0%0.00%
+33.3%
Q1 2022$30,000
-3.2%
1,0000.0%0.00%0.0%
Q4 2021$31,0000.0%1,0000.0%0.00%0.0%
Q3 2021$31,0000.0%1,0000.0%0.00%0.0%
Q2 2021$31,0000.0%1,0000.0%0.00%
-25.0%
Q1 2021$31,0000.0%1,0000.0%0.00%0.0%
Q4 2020$31,0000.0%1,0000.0%0.00%0.0%
Q3 2020$31,0000.0%1,0000.0%0.00%
-20.0%
Q2 2020$31,000
+3.3%
1,0000.0%0.01%0.0%
Q1 2020$30,000
-3.2%
1,0000.0%0.01%
+25.0%
Q4 2019$31,0000.0%1,0000.0%0.00%
-20.0%
Q3 2019$31,0000.0%1,0000.0%0.01%0.0%
Q2 2019$31,0000.0%1,0000.0%0.01%0.0%
Q1 2019$31,000
+3.3%
1,0000.0%0.01%0.0%
Q4 2018$30,0000.0%1,0000.0%0.01%
+25.0%
Q3 2018$30,0000.0%1,0000.0%0.00%
-20.0%
Q2 2018$30,0000.0%1,0000.0%0.01%0.0%
Q1 2018$30,0001,0000.01%
Other shareholders
SPDR SER TR shareholders Q4 2022
NameSharesValueWeighting ↓
Compass Financial Group, Inc. 368,292$11,251,00011.13%
Titan Capital Management, LLC /TX 342,777$10,472,00010.71%
Great Point Wealth Advisors, LLC 400,225$12,226,00010.38%
TPG Financial Advisors, LLC 343,224$10,451,00010.10%
Hirtle Callaghan & Co LLC 4,066,167$124,221,00010.07%
Asset Planning Services, Ltd. 653,722$19,971,0009.44%
Baystate Wealth Management LLC 2,037,831$62,175,0008.23%
Occidental Asset Management, LLC 526,614$16,088,0007.74%
NICOLET ADVISORY SERVICES, LLC 1,454,767$44,443,0007.54%
MBM Wealth Consultants, LLC 251,358$7,679,0006.73%
View complete list of SPDR SER TR shareholders