Roundview Capital LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 485 filers reported holding SPDR SER TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Roundview Capital LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$6,260,507
+12.0%
192,276
+12.4%
0.49%
+7.9%
Q1 2024$5,591,462
+22.1%
171,045
+22.6%
0.46%
+8.3%
Q4 2023$4,578,472
+25.1%
139,460
+19.9%
0.42%
+14.7%
Q3 2023$3,658,485116,3270.37%
Other shareholders
SPDR SER TR shareholders Q2 2024
NameSharesValueWeighting ↓
First Trust Bank, Ltd. 286,000$9,103,38033.52%
INTEGRATED CAPITAL MANAGEMENT, INC. 319,627$10,173,7229.39%
Occidental Asset Management, LLC 870,933$27,721,7897.56%
Flagstone Financial Management 353,554$11,253,6106.85%
ERTS Wealth Advisors, LLC 765,181$24,355,7126.31%
INTEGRAL INVESTMENT ADVISORS, INC. 249,721$7,948,6196.16%
Buckingham Capital Management, Inc. 1,056,770$33,636,9895.86%
LWM Advisory Services, LLC 149,577$4,761,0495.26%
Astoria Portfolio Advisors LLC. 339,534$11,078,9815.19%
Wayfinding Financial, LLC 181,202$6,4235.15%
View complete list of SPDR SER TR shareholders