Baystate Wealth Management LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 390 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

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 Q4 2021
NameSharesValueWeighting ↓
INTEGRATED CAPITAL MANAGEMENT, INC. 659,457$24,519,00019.80%
SevenOneSeven Capital Management 49,346$1,835,00015.70%
Adams Wealth Management 386,128$14,356,0009.02%
ERTS Wealth Advisors, LLC 627,210$23,320,0007.57%
Occidental Asset Management, LLC 539,701$20,066,0006.65%
TRUEFG, LLC 298,077$11,083,0006.64%
Copperleaf Capital, LLC 192,335$7,151,0006.11%
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 1,138,472$42,329,0006.01%
HNP Capital LLC 492,742$18,320,0006.00%
CLIENT 1ST ADVISORY GROUP, LLC 243,881$9,024,0005.86%
View complete list of SPDR SER TR shareholders