FORVIS Wealth Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 174 filers reported holding SPDR SER TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
FORVIS Wealth Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$619,297
-20.0%
21,122
-19.7%
0.02%
-17.4%
Q2 2023$774,361
+0.0%
26,303
+0.7%
0.02%
-8.0%
Q1 2023$774,025
-4.5%
26,123
-5.3%
0.02%
-10.7%
Q4 2022$810,389
-4.0%
27,583
-4.5%
0.03%
-17.6%
Q3 2022$844,000
-12.9%
28,891
-11.3%
0.03%
-12.8%
Q2 2022$969,000
+257.6%
32,584
+267.9%
0.04%
-9.3%
Q1 2016$271,0008,8570.04%
Other shareholders
SPDR SER TR shareholders Q1 2016
NameSharesValueWeighting ↓
3D ASSET MANAGEMENT, INC 643,258$19,742,0006.01%
Antonetti Capital Management LLC 152,973$4,695,0004.26%
Long Wharf Investors, Inc. 108,857$3,341,0003.02%
Quantitative Advantage, LLC 392,457$12,045,0002.84%
Windhaven Investment Management, Inc. 32,655,296$444,999,0002.71%
FCA CORP /TX 117,131$3,603,0002.08%
Valmark Advisers, Inc. 2,334,482$71,645,0001.97%
TD Ameritrade Trust Co 140,649$4,314,0001.31%
PacWest Financial Management Inc 135,556$4,160,0001.25%
HHG & Company, LLC 99,931$3,067,0001.14%
View complete list of SPDR SER TR shareholders