Avidian Wealth Solutions, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 559 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Avidian Wealth Solutions, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$368,579
+11.5%
12,571
+12.0%
0.03%
+18.2%
Q2 2023$330,485
+1.7%
11,226
+2.4%
0.02%
+22.2%
Q1 2023$324,825
-85.8%
10,963
-85.9%
0.02%
-87.9%
Q4 2022$2,289,460
+615.5%
77,926
+612.0%
0.15%
+547.8%
Q3 2022$320,000
-36.1%
10,945
-35.0%
0.02%
-34.3%
Q2 2022$501,000
-9.9%
16,846
-8.7%
0.04%
+2.9%
Q1 2022$556,000
-28.4%
18,455
-26.5%
0.03%
-29.2%
Q4 2021$777,000
-97.1%
25,104
-97.1%
0.05%
-99.3%
Q4 2017$26,683,000
+6.7%
877,154
+7.6%
7.14%
-25.1%
Q3 2017$24,996,000815,0059.53%
Other shareholders
SPDR SER TR shareholders Q4 2022
NameSharesValueWeighting ↓
Coulter & Justus Financial Services, LLC 639,835$19,022,00015.30%
Advocacy Wealth Management Services, LLC 2,693,637$80,082,00012.88%
Astor Investment Management LLC 1,324,800$39,386,00010.55%
TPG Financial Advisors, LLC 477,388$14,193,0009.51%
IRON Financial LLC 590,543$17,557,0009.19%
Cedar Mountain Advisors, LLC 860,330$25,578,0008.75%
Marion Wealth Management 554,010$16,471,0008.63%
Sunflower Bank, N.A. 1,430,451$42,527,0008.41%
PECAUT & CO. 493,506$14,672,0008.27%
Rodgers & Associates, LTD 1,395,072$41,475,0007.11%
View complete list of SPDR SER TR shareholders