Institute for Wealth Management, LLC. - SPDR SER TR ownership

SPDR SER TR's ticker is SPHY and the CUSIP is 78468R606. A total of 28 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2020$326,000
+17.3%
13,297
+8.0%
0.08%
-7.0%
Q1 2020$278,000
-15.0%
12,311
-0.9%
0.09%
+16.2%
Q4 2019$327,000
+9.0%
12,422
+8.4%
0.07%
-2.6%
Q3 2019$300,000
+9.1%
11,455
+9.1%
0.08%
+24.6%
Q2 2019$275,0000.0%10,501
-0.7%
0.06%
+1.7%
Q1 2019$275,000
+5.8%
10,580
+0.4%
0.06%
-43.9%
Q4 2018$260,000
-0.8%
10,535
+1.0%
0.11%
+21.6%
Q3 2018$262,000
-3.7%
10,430
-3.2%
0.09%
+1.1%
Q2 2018$272,000
+0.4%
10,778
+0.6%
0.09%
+8.8%
Q1 2018$271,00010,7170.08%
Other shareholders
SPDR SER TR shareholders Q1 2018
NameSharesValueWeighting ↓
Systelligence, LLC 450,851$12,069,0003.21%
Horizon Investment Services, LLC 241,023$6,452,0003.18%
Aurora Private Wealth, Inc. 81,093$2,171,0000.88%
CEDAR CAPITAL, LLC 9,945$266,0000.48%
Advisor Resource Council 51,874$1,389,0000.42%
CAPITAL ADVISORS INC/OK 453,815$12,149,0000.36%
USAdvisors Wealth Management, LLC 30,736$823,0000.36%
FSB PREMIER WEALTH MANAGEMENT, INC. 20,625$552,0000.28%
MA Private Wealth 48,155$1,289,0000.25%
Madden Advisory Services, Inc. 12,631$338,0000.24%
View complete list of SPDR SER TR shareholders