DFPG INVESTMENTS, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 190 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.5%.

Quarter-by-quarter ownership
DFPG INVESTMENTS, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2023$975,473
-3.7%
44,400
-9.2%
0.08%
-19.1%
Q3 2023$1,012,523
-27.1%
48,891
-22.7%
0.09%
-24.8%
Q2 2023$1,388,558
-0.6%
63,231
+0.4%
0.12%
-16.7%
Q1 2023$1,397,536
+7.7%
63,009
+8.3%
0.15%
-29.9%
Q4 2022$1,297,57658,1610.21%
Other shareholders
SPDR SER TR shareholders Q4 2023
NameSharesValueWeighting ↓
Leicht Financial Planning & Wealth Management, Inc. 670,996$14,701,5238.88%
Financial Engines Advisors L.L.C. 150,211,438$3,291,132,6048.34%
Tri-Star Advisors Inc. 20,809$455,9256.89%
FINANCIAL LIFE ADVISORS 605,215$13,260,2615.53%
Comprehensive Wealth Management, LLC 283,238$6,205,7455.38%
Scissortail Wealth Management, LLC 271,188$5,955,2814.88%
RETIREMENT CAPITAL STRATEGIES 470,257$10,303,3294.74%
Redwood Financial Network Corp 185,943$4,074,0163.82%
CGN Advisors LLC 1,103,486$24,177,3723.47%
Chesapeake Wealth Management 300,975$6,594,3612.60%
View complete list of SPDR SER TR shareholders