Baystate Wealth Management LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 379 filers reported holding SPDR SER TR in Q1 2022. 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 Q1 2022
NameSharesValueWeighting ↓
INTEGRATED CAPITAL MANAGEMENT, INC. 325,829$11,899,0009.73%
Amtrust Financial Services, Inc. 270,400$9,875,0009.60%
Adams Wealth Management 505,842$18,473,0006.98%
Focused Wealth Management, Inc 1,112,910$40,643,0006.63%
DeGreen Capital Management LLC 523,267$19,110,0006.34%
Occidental Asset Management, LLC 572,789$20,918,0005.42%
TRUEFG, LLC 296,229$10,753,0004.88%
Leicht Financial Planning & Wealth Management, Inc. 210,066$7,726,0004.64%
ERTS Wealth Advisors, LLC 185,623$15,214,0003.99%
Allianz Investment Management U.S. LLC 1,625,340$59,374,0003.98%
View complete list of SPDR SER TR shareholders