Winch Advisory Services, 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 Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Winch Advisory Services, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$622
+5.2%
19,793
+7.6%
0.23%
+7.5%
Q2 2023$591
+4.4%
18,390
+5.6%
0.21%
-3.6%
Q1 2023$566
+7.0%
17,411
+4.8%
0.22%
-2.7%
Q4 2022$529
-99.9%
16,619
-4.4%
0.23%
-3.4%
Q3 2022$544,000
+0.6%
17,375
+4.8%
0.23%
+5.9%
Q2 2022$541,000
-58.0%
16,585
-56.0%
0.22%
-50.6%
Q1 2022$1,287,000
-8.1%
37,698
-2.8%
0.45%
-3.5%
Q4 2021$1,401,000
-7.2%
38,766
-6.2%
0.46%
-12.0%
Q3 2021$1,509,000
-8.2%
41,320
-7.7%
0.53%
-11.0%
Q2 2021$1,643,000
+2.2%
44,761
+1.0%
0.59%
-8.2%
Q1 2021$1,607,000
-0.2%
44,318
+2.3%
0.64%
-3.7%
Q4 2020$1,610,000
+1.7%
43,313
+0.6%
0.67%
-0.1%
Q3 2020$1,583,000
+13.1%
43,055
+12.3%
0.67%
+0.6%
Q2 2020$1,400,000
+7.8%
38,325
+0.3%
0.67%
+3.1%
Q1 2020$1,299,000
-5.9%
38,201
-2.2%
0.65%
-1.4%
Q4 2019$1,380,000
+7.1%
39,076
+7.1%
0.66%
-2.4%
Q3 2019$1,288,000
+3.0%
36,499
+2.0%
0.67%
+3.1%
Q2 2019$1,250,000
+5.3%
35,778
+3.0%
0.65%
-0.8%
Q1 2019$1,187,000
+9.4%
34,745
+5.8%
0.66%
+8.6%
Q4 2018$1,085,000
+0.5%
32,826
+1.2%
0.60%
+11.2%
Q3 2018$1,080,000
+3.2%
32,426
+3.1%
0.54%
-3.7%
Q2 2018$1,047,000
+1.6%
31,461
+2.3%
0.56%
-6.6%
Q1 2018$1,031,00030,7480.60%
Other shareholders
SPDR SER TR shareholders Q2 2021
NameSharesValueWeighting ↓
INTEGRATED CAPITAL MANAGEMENT, INC. 312,958$9,842,5148.70%
Astoria Portfolio Advisors LLC. 562,521$17,528,1648.46%
ERTS Wealth Advisors, LLC 1,106,393$34,796,0708.38%
Buckingham Capital Management, Inc. 1,736,209$54,603,7748.32%
Flagstone Financial Management 577,959$18,176,8188.31%
Burt Wealth Advisors 699,832$22,009,7166.76%
Cherry Tree Wealth Management, LLC 710,795$22,354,5146.55%
FIDELITY D & D BANCORP INC 172,353$5,420,5025.57%
Hofer & Associates. Inc 164,719$5,180,4025.31%
Leicht Financial Planning & Wealth Management, Inc. 270,111$8,495,0075.24%
View complete list of SPDR SER TR shareholders