CWM, LLC - 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
CWM, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$2,835
+197.5%
96,683
+198.8%
0.02%
+183.3%
Q2 2023$953
-87.7%
32,361
-87.7%
0.01%
-88.7%
Q1 2023$7,778
+106.1%
262,496
+104.4%
0.05%
+89.3%
Q4 2022$3,773
-99.6%
128,425
+282.5%
0.03%
+250.0%
Q3 2022$981,000
+171.0%
33,574
+175.9%
0.01%
+166.7%
Q2 2022$362,000
-15.4%
12,170
-14.3%
0.00%0.0%
Q1 2022$428,000
-20.6%
14,196
-18.4%
0.00%
-25.0%
Q4 2021$539,000
-3.6%
17,390
-2.6%
0.00%0.0%
Q2 2021$559,0000.0%17,8460.0%0.00%0.0%
Q1 2021$559,0000.0%17,8460.0%0.00%0.0%
Q4 2020$559,0000.0%17,8460.0%0.00%0.0%
Q3 2020$559,0000.0%17,8460.0%0.00%0.0%
Q2 2020$559,0000.0%17,8460.0%0.00%0.0%
Q1 2020$559,0000.0%17,8460.0%0.00%0.0%
Q4 2019$559,0000.0%17,8460.0%0.00%0.0%
Q3 2019$559,0000.0%17,8460.0%0.00%0.0%
Q2 2019$559,0000.0%17,8460.0%0.00%0.0%
Q1 2019$559,000
-93.2%
17,846
-93.5%
0.00%
-98.1%
Q4 2018$8,281,000
+562.0%
274,754
+563.1%
0.21%
+546.9%
Q3 2018$1,251,000
+125000.0%
41,435
+138016.7%
0.03%
Q2 2018$1,0000.0%30
-37.5%
0.00%
Q3 2017$1,0000.0%480.0%0.00%
Q2 2017$1,000
-85.7%
48
-79.5%
0.00%
-100.0%
Q1 2016$7,000
-99.6%
234
-99.6%
0.00%
-99.4%
Q4 2015$1,676,000
+33420.0%
55,116
+33922.2%
0.16%
+16300.0%
Q3 2015$5,0001620.00%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Walker Financial Services, Inc. 833,827$24,447,79823.76%
Advocacy Wealth Management Services, LLC 3,559,995$104,379,05611.61%
Flagstone Financial Management 815,069$23,897,79410.93%
Coulter & Justus Financial Services, LLC 465,568$13,650,4519.93%
Obsidian Personal Planning Solutions LLC 393,722$11,543,9309.86%
CAPITAL WEALTH MANAGEMENT, LLC 584,486$17,137,1309.40%
Concord Wealth Partners 1,105,607$32,416,3926.89%
Litman Gregory Wealth Management LLC 2,109,966$61,864,1996.38%
Rodgers & Associates, LTD 1,390,202$40,760,7256.16%
Cedar Mountain Advisors, LLC 699,699$20,515,1696.05%
View complete list of SPDR SER TR shareholders