Executive Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 277 filers reported holding SPDR SER TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Executive Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$731,666
+94.9%
22,472
+94.2%
0.07%
+103.0%
Q1 2024$375,373
+2402.5%
11,571
+2674.8%
0.03%
+1550.0%
Q2 2019$15,000
-21.1%
417
-23.9%
0.00%
-33.3%
Q1 2019$19,000
+18.8%
548
+11.6%
0.00%0.0%
Q4 2018$16,0004910.00%
Other shareholders
SPDR SER TR shareholders Q2 2019
NameSharesValueWeighting ↓
INTEGRATED CAPITAL MANAGEMENT, INC. 337,843$11,537,0009.48%
Wayfinding Financial, LLC 331,293$10,886,0009.10%
INTEGRAL INVESTMENT ADVISORS, INC. 377,721$12,899,0008.07%
Focused Wealth Management, Inc 1,210,751$41,347,0006.55%
Occidental Asset Management, LLC 709,398$24,226,0006.20%
1620 INVESTMENT ADVISORS, INC. 135,593$4,902,0005.34%
Adams Wealth Management 444,176$15,169,0004.97%
TRUEFG, LLC 312,397$10,668,0004.84%
Hofer & Associates. Inc 155,338$5,305,0004.67%
ERTS Wealth Advisors, LLC 464,050$15,847,0004.44%
View complete list of SPDR SER TR shareholders