Long Wharf Investors, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 508 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Long Wharf Investors, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2014$2,847,000
+6.2%
92,408
+6.1%
2.24%
-2.5%
Q1 2014$2,680,000
-19.8%
87,115
-20.0%
2.30%
-24.1%
Q4 2013$3,341,000
+16.2%
108,857
+16.4%
3.02%
+10.4%
Q3 2013$2,874,000
+19.1%
93,487
+18.5%
2.74%
+15.3%
Q2 2013$2,414,00078,9232.37%
Other shareholders
SPDR SER TR shareholders Q3 2023
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