Avior Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 494 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
Avior Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$35,975
-83.5%
1,222
-83.2%
0.00%
-89.5%
Q1 2022$218,000
+1576.9%
7,261
+1528.0%
0.02%
+850.0%
Q4 2019$13,0000.0%4460.0%0.00%0.0%
Q3 2019$13,000
-7.1%
4460.0%0.00%
-33.3%
Q2 2019$14,000
+7.7%
4460.0%0.00%0.0%
Q1 2019$13,0000.0%4460.0%0.00%0.0%
Q4 2018$13,0000.0%4460.0%0.00%0.0%
Q3 2018$13,0000.0%4460.0%0.00%0.0%
Q2 2018$13,000
+30.0%
446
+34.7%
0.00%
+50.0%
Q1 2018$10,000
+150.0%
331
+175.8%
0.00%0.0%
Q4 2015$4,0001200.00%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
Walker Financial Services, Inc. 833,827$24,447,79823.76%
Advocacy Wealth Management Services, LLC 3,559,995$104,379,05611.61%
Flagstone Financial Management 815,069$23,897,79410.93%
Coulter & Justus Financial Services, LLC 465,568$13,650,4519.93%
Obsidian Personal Planning Solutions LLC 393,722$11,543,9309.86%
CAPITAL WEALTH MANAGEMENT, LLC 584,486$17,137,1309.40%
Concord Wealth Partners 1,105,607$32,416,3926.89%
Litman Gregory Wealth Management LLC 2,109,966$61,864,1996.38%
Rodgers & Associates, LTD 1,390,202$40,760,7256.16%
Cedar Mountain Advisors, LLC 699,699$20,515,1696.05%
View complete list of SPDR SER TR shareholders