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 ↓
INTEGRATED CAPITAL MANAGEMENT, INC. 617,653$20,407,00019.12%
Great Point Wealth Advisors, LLC 417,669$13,799,00013.05%
PARK AVENUE SECURITIES LLC 1,517,110$50,398,0007.73%
DeGreen Capital Management LLC 424,098$140,122,0007.67%
TPG Financial Advisors, LLC 194,565$6,428,0006.98%
ALLIANZ INVESTMENT MANAGEMENT LLC 2,000,000$66,080,0006.70%
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 1,175,935$38,853,0006.43%
WRAPMANAGER INC 498,613$16,474,0005.84%
Occidental Asset Management, LLC 255,770$8,451,0004.78%
Willow Creek Wealth Management Inc. 222,318$7,345,0003.90%
View complete list of SPDR SER TR shareholders