Perigon Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is ONEV and the CUSIP is 78468R754. A total of 46 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Perigon Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2022$223,000
-18.9%
2,423
-13.6%
0.02%
-17.4%
Q2 2022$275,000
-26.3%
2,806
-17.5%
0.02%
-11.5%
Q1 2022$373,000
-3.9%
3,4020.0%0.03%
-7.1%
Q4 2021$388,000
+67.2%
3,402
+51.5%
0.03%
+40.0%
Q3 2021$232,000
+4.0%
2,245
-7.3%
0.02%
+5.3%
Q3 2011$223,0002,4230.02%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
Scarborough Advisors, LLC 143,910$15,197,8143.83%
Provident Wealth Management, LLC 31,452$3,321,5331.70%
Ameritas Investment Partners, Inc. 248,689$26,263,1491.04%
Grey Fox Wealth Advisors, LLC 16,339$1,725,5371.02%
HF Advisory Group, LLC 10,386$1,096,8210.97%
TSFG, LLC 24,810$2,6200.97%
Financial Freedom, LLC 8,696$918,3950.67%
Avant Capital LLC 5,151$543,9720.63%
WealthCare Investment Partners, LLC 7,226$763,1010.46%
Marshall Financial Group LLC 11,743$1,240,1360.44%
View complete list of SPDR SER TR shareholders