DFPG INVESTMENTS, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 549 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
DFPG INVESTMENTS, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2023$530,457
-4.0%
17,848
-5.5%
0.04%
-19.6%
Q3 2023$552,387
-42.1%
18,879
-41.7%
0.05%
-40.7%
Q2 2023$953,707
+8.0%
32,384
+8.7%
0.09%
-9.5%
Q1 2023$882,694
+7.4%
29,791
+7.1%
0.10%
-29.6%
Q4 2022$821,88827,8130.14%
Other shareholders
SPDR SER TR shareholders Q4 2023
NameSharesValueWeighting ↓
Asset Planning Services, Ltd. 263,010$8,048,0007.76%
Hoxton Financial, Inc. 586,535$17,948,0007.44%
SPINNAKER TRUST 1,328,195$40,643,0006.06%
S. R. Schill & Associates 289,576$8,861,0005.99%
Windhaven Investment Management, Inc. 27,120,151$829,877,0005.73%
3D ASSET MANAGEMENT, INC 622,420$19,046,0005.71%
Baystate Wealth Management LLC 692,807$21,200,0005.69%
Gemmer Asset Management LLC 279,119$8,541,0005.19%
CAZ INVESTMENTS LP 234,932$7,189,0003.75%
PacWest Financial Management Inc 159,200$4,872,0003.43%
View complete list of SPDR SER TR shareholders