Beaumont Financial Partners, LLC - 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
Beaumont Financial Partners, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2022$228,000
-69.4%
6,676
-67.6%
0.02%
-68.5%
Q4 2021$746,000
-17.0%
20,634
-16.2%
0.05%
-21.7%
Q3 2021$899,000
-44.3%
24,612
-46.7%
0.07%
-58.7%
Q2 2019$1,613,000
+9.4%
46,166
+4.3%
0.17%
+7.1%
Q2 2018$1,474,00044,2790.16%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
INTEGRATED CAPITAL MANAGEMENT, INC. 329,110$11,897,0009.32%
INTEGRAL INVESTMENT ADVISORS, INC. 335,516$12,129,0008.72%
Focused Wealth Management, Inc 1,125,644$40,692,0006.28%
1620 INVESTMENT ADVISORS, INC. 135,593$4,902,0005.49%
Adams Wealth Management 486,689$17,594,0005.17%
Wayfinding Financial, LLC 181,202$6,423,0005.15%
Allianz Investment Management U.S. LLC 1,578,340$57,057,0005.09%
Occidental Asset Management, LLC 577,692$20,884,0004.96%
TRUEFG, LLC 302,054$10,919,0004.82%
Hofer & Associates. Inc 144,574$5,226,0004.73%
View complete list of SPDR SER TR shareholders