SRS Capital Advisors, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 501 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
SRS Capital Advisors, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$364,247
-0.3%
12,265
-0.1%
0.04%
-7.7%
Q1 2024$365,425
-47.6%
12,275
-47.6%
0.04%
-50.0%
Q4 2023$697,836
+2.2%
23,433
+0.6%
0.08%
-8.2%
Q3 2023$682,765
-12.1%
23,287
-11.7%
0.08%
-14.1%
Q2 2023$776,653
-20.6%
26,381
-20.1%
0.10%
-23.3%
Q1 2023$977,852
+0.1%
33,002
-0.8%
0.13%
-4.4%
Q4 2022$977,320
+12.9%
33,265
+12.3%
0.14%
-1.5%
Q3 2022$866,000
-81.4%
29,625
-81.1%
0.14%
-80.6%
Q2 2022$4,666,000
-9.7%
156,938
-8.5%
0.71%
+2.6%
Q1 2022$5,170,000171,6050.69%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
Hirtle Callaghan & Co LLC 6,368,526$199,334,00011.65%
IRON Financial LLC 735,567$23,023,00010.77%
Cedar Mountain Advisors, LLC 808,487$25,306,0008.36%
TPG Financial Advisors, LLC 375,441$11,751,0008.25%
Sunflower Bank, N.A. 1,534,345$48,025,0007.38%
Great Point Wealth Advisors, LLC 638,180$19,975,0006.97%
MTC Wealth Management LLC 253,783$7,943,387,0006.84%
Rodgers & Associates, LTD 1,300,058$40,692,0006.54%
Buckingham Capital Management, Inc. 1,279,049$40,034,0006.47%
Baystate Wealth Management LLC 2,074,540$64,933,0006.42%
View complete list of SPDR SER TR shareholders