Strategic Point Investment Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 508 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Strategic Point Investment Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$14,849,355
+1.4%
506,458
+1.8%
3.17%
+5.5%
Q2 2023$14,649,974
+0.8%
497,621
+1.5%
3.00%
-7.0%
Q1 2023$14,528,520
+152638.9%
490,331
+51.5%
3.23%
+41.2%
Q4 2022$9,512323,7552.29%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Walker Financial Services, Inc. 833,827$24,447,79823.76%
Advocacy Wealth Management Services, LLC 3,559,995$104,379,05611.61%
Flagstone Financial Management 815,069$23,897,79410.93%
Coulter & Justus Financial Services, LLC 465,568$13,650,4519.93%
Obsidian Personal Planning Solutions LLC 393,722$11,543,9309.86%
CAPITAL WEALTH MANAGEMENT, LLC 584,486$17,137,1309.40%
Concord Wealth Partners 1,105,607$32,416,3926.89%
Litman Gregory Wealth Management LLC 2,109,966$61,864,1996.38%
Rodgers & Associates, LTD 1,390,202$40,760,7256.16%
Cedar Mountain Advisors, LLC 699,699$20,515,1696.05%
View complete list of SPDR SER TR shareholders