Sowell Financial Services LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 404 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Sowell Financial Services LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$317,000
-8.1%
10,080
-6.2%
0.02%
+5.3%
Q2 2023$345,000
+89047.3%
10,744
-11.5%
0.02%
-24.0%
Q4 2022$387
-100.0%
12,144
-54.0%
0.02%
-26.5%
Q1 2021$964,000
-6.7%
26,413
-4.9%
0.03%
-22.7%
Q4 2020$1,033,000
-9.5%
27,771
-10.6%
0.04%
-22.8%
Q3 2020$1,142,000
-7.2%
31,061
-7.9%
0.06%
-16.2%
Q2 2020$1,231,000
+106.9%
33,709
+92.5%
0.07%
+54.5%
Q1 2020$595,000
+43.4%
17,507
+49.1%
0.04%
+37.5%
Q4 2019$415,000
+232.0%
11,742
+232.3%
0.03%
+220.0%
Q3 2019$125,0003,5340.01%
Other shareholders
SPDR SER TR shareholders Q2 2023
NameSharesValueWeighting ↓
Marion Wealth Management 591,755$19,309,00010.12%
INTEGRATED CAPITAL MANAGEMENT, INC. 320,861$10,469,0009.60%
Occidental Asset Management, LLC 738,691$24,104,0007.15%
INTEGRAL INVESTMENT ADVISORS, INC. 248,446$8,107,0006.89%
1620 INVESTMENT ADVISORS, INC. 125,610$4,099,0005.65%
TRUEFG, LLC 321,546$10,492,0005.36%
Hofer & Associates. Inc 155,072$5,060,0005.27%
Adams Wealth Management 419,881$13,701,0005.19%
OLD SECOND NATIONAL BANK OF AURORA 521,494$17,017,0004.75%
Leicht Financial Planning & Wealth Management, Inc. 210,382$6,865,0004.65%
View complete list of SPDR SER TR shareholders