Baystate Wealth Management LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 347 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$38,351
-0.3%
1,194
+0.9%
0.00%0.0%
Q1 2023$38,457
+103837.8%
1,183
+0.6%
0.00%0.0%
Q4 2022$37
-99.9%
1,176
+1.1%
0.00%
-25.0%
Q3 2022$36,000
-66.4%
1,163
-64.5%
0.00%
-60.0%
Q2 2022$107,000
-29.6%
3,280
-26.5%
0.01%
-23.1%
Q1 2022$152,000
+60.0%
4,461
+69.4%
0.01%
+44.4%
Q4 2021$95,000
+4.4%
2,634
+5.8%
0.01%0.0%
Q3 2021$91,000
+167.6%
2,489
+165.1%
0.01%
+200.0%
Q2 2021$34,000
-35.8%
939
-35.8%
0.00%
-50.0%
Q1 2021$53,000
+47.2%
1,462
+51.5%
0.01%
+50.0%
Q4 2020$36,000
-84.3%
965
-85.8%
0.00%
-93.5%
Q2 2015$230,000
-1.7%
6,7820.0%0.06%
-4.6%
Q1 2015$234,0006,7820.06%
Other shareholders
SPDR SER TR shareholders Q1 2021
NameSharesValueWeighting ↓
Marion Wealth Management 591,755$19,309,00010.12%
INTEGRATED CAPITAL MANAGEMENT, INC. 320,861$10,469,0009.60%
Occidental Asset Management, LLC 738,691$24,104,0007.15%
INTEGRAL INVESTMENT ADVISORS, INC. 248,446$8,107,0006.89%
1620 INVESTMENT ADVISORS, INC. 125,610$4,099,0005.65%
TRUEFG, LLC 321,546$10,492,0005.36%
Hofer & Associates. Inc 155,072$5,060,0005.27%
Adams Wealth Management 419,881$13,701,0005.19%
OLD SECOND NATIONAL BANK OF AURORA 521,494$17,017,0004.75%
Leicht Financial Planning & Wealth Management, Inc. 210,382$6,865,0004.65%
View complete list of SPDR SER TR shareholders