NewSquare Capital LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 19 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
NewSquare Capital LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$10,497
-0.4%
3580.0%0.00%0.0%
Q2 2023$10,540
-99.9%
358
-99.9%
0.00%
-99.9%
Q1 2023$7,453,604
-4.2%
251,556
-5.0%
0.88%
-9.3%
Q4 2022$7,779,471
+0.5%
264,788
-0.0%
0.97%
+0.4%
Q3 2022$7,737,000
-12.1%
264,790
-10.6%
0.97%
-14.3%
Q2 2022$8,806,000
+996.6%
296,214
+1012.0%
1.13%
+1227.1%
Q1 2022$803,000
+7200.0%
26,639
+7403.9%
0.08%
+2733.3%
Q3 2016$11,0000.0%3550.0%0.00%0.0%
Q2 2016$11,0000.0%3550.0%0.00%0.0%
Q1 2016$11,000
-99.9%
355
-99.9%
0.00%
-99.9%
Q4 2015$13,261,000
+8.6%
436,205
+9.0%
3.72%
+3.2%
Q3 2015$12,210,000
+52.5%
400,073
+52.9%
3.60%
+51.7%
Q2 2015$8,005,000261,5882.37%
Other shareholders
SPDR SER TR shareholders Q4 2023
NameSharesValueWeighting ↓
Sunflower Bank, N.A. 1,517,106$47,545,00018.86%
TPG Financial Advisors, LLC 467,340$14,646,00013.13%
Compass Financial Group, Inc. 417,619$13,088,00010.96%
Goodman Financial Corp 610,321$19,127,0009.56%
Cedar Mountain Advisors, LLC 691,430$21,669,0009.39%
Asset Planning Services, Ltd. 686,130$21,503,0009.29%
IRON Financial LLC 572,119$17,930,0009.24%
Occidental Asset Management, LLC 657,653$20,611,0009.12%
MBM Wealth Consultants, LLC 380,032$11,911,0008.40%
Baystate Wealth Management LLC 2,219,395$69,556,0008.14%
View complete list of SPDR SER TR shareholders