IMA Wealth, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is HAIL and the CUSIP is 78468R689. A total of 41 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
IMA Wealth, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,544
-7.7%
500.0%0.00%
Q2 2023$1,672
+5.2%
500.0%0.00%
Q1 2023$1,590
+7.9%
500.0%0.00%
Q4 2022$1,473
-26.4%
500.0%0.00%
-100.0%
Q3 2022$2,0000.0%500.0%0.00%
Q2 2022$2,0000.0%500.0%0.00%
Q1 2022$2,000
-33.3%
500.0%0.00%
-100.0%
Q4 2021$3,0000.0%500.0%0.00%0.0%
Q3 2021$3,0000.0%500.0%0.00%0.0%
Q2 2021$3,0000.0%500.0%0.00%0.0%
Q1 2021$3,0000.0%500.0%0.00%0.0%
Q4 2020$3,000500.00%
Other shareholders
SPDR SER TR shareholders Q1 2023
NameSharesValueWeighting ↓
Founders Capital Management 10,960$377,0000.30%
VALLEY NATIONAL ADVISERS INC 15,346$565,0000.12%
Laidlaw Wealth Management LLC 16,876$581,0000.12%
NWAM LLC 33,884$1,202,0000.11%
OPTIMUM INVESTMENT ADVISORS 3,093$106,0000.05%
Riverview Trust Co 1,621$56,0000.05%
BCR Wealth Strategies, LLC 846$29,0000.03%
Gladstone Institutional Advisory LLC 9,813$3380.03%
PSI Advisors, LLC 1,573$54,0000.03%
Tower Research Capital LLC (TRC) 32,012$1,102,0000.02%
View complete list of SPDR SER TR shareholders