Burt Wealth Advisors - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 9 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Burt Wealth Advisors ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$22,009,716
+0.8%
699,832
+2.9%
6.76%
+2.7%
Q2 2023$21,839,360
+5.5%
680,142
+6.7%
6.58%
+2.3%
Q1 2023$20,703,733637,2346.43%
Other shareholders
SPDR SER TR shareholders Q4 2023
NameSharesValueWeighting ↓
GoalVest Advisory LLC 221,088$7,258,3193.19%
CGN Advisors LLC 369,673$12,136,3701.68%
ST GERMAIN D J CO INC 641,073$21,046,4271.10%
Systelligence, LLC 113,349$3,721,2481.02%
APPLETON PARTNERS INC/MA 230,020$7,5520.61%
JUNCTURE WEALTH STRATEGIES, LLC 16,865$553,6780.25%
Curbstone Financial Management Corp 12,720$417,5980.10%
Bartlett & Co. LLC 167,089$5,4910.09%
Anchor Investment Management, LLC 1,121$36,8020.00%
View complete list of SPDR SER TR shareholders