WestEnd Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 309 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
WestEnd Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2019$3,955,000
+0.1%
1120.0%0.00%
Q3 2019$3,951,000
+1.0%
1120.0%0.00%
Q2 2019$3,912,000
+54.7%
112
+51.4%
0.00%
Q1 2019$2,528,000
+3.4%
740.0%0.00%
Q4 2018$2,444,000
-0.8%
740.0%0.00%
Q3 2018$2,464,000
+0.0%
740.0%0.00%
Q2 2018$2,463,000
-12.3%
74
-11.9%
0.00%
Q4 2015$2,808,000
-1.5%
840.0%0.00%
Q3 2015$2,852,000840.00%
Other shareholders
SPDR SER TR shareholders Q1 2020
NameSharesValueWeighting ↓
INTEGRATED CAPITAL MANAGEMENT, INC. 337,843$11,537,0009.48%
Wayfinding Financial, LLC 331,293$10,886,0009.10%
INTEGRAL INVESTMENT ADVISORS, INC. 377,721$12,899,0008.07%
Focused Wealth Management, Inc 1,210,751$41,347,0006.55%
Occidental Asset Management, LLC 709,398$24,226,0006.20%
1620 INVESTMENT ADVISORS, INC. 135,593$4,902,0005.34%
Adams Wealth Management 444,176$15,169,0004.97%
TRUEFG, LLC 312,397$10,668,0004.84%
Hofer & Associates. Inc 155,338$5,305,0004.67%
ERTS Wealth Advisors, LLC 464,050$15,847,0004.44%
View complete list of SPDR SER TR shareholders