WealthPLAN Partners, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is ONEV and the CUSIP is 78468R754. A total of 30 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$108,550
+2.8%
1,0000.0%0.02%
+25.0%
Q1 2023$105,606
-72.9%
1,000
-76.5%
0.01%
-63.6%
Q4 2020$390,000
+8.6%
4,2470.0%0.03%
-5.7%
Q3 2020$359,000
+5.9%
4,2470.0%0.04%0.0%
Q2 2020$339,000
+3.4%
4,247
-14.5%
0.04%
-18.6%
Q1 2020$328,0004,9660.04%
Other shareholders
SPDR SER TR shareholders Q4 2020
NameSharesValueWeighting ↓
Scarborough Advisors, LLC 143,910$15,197,8143.83%
Provident Wealth Management, LLC 31,452$3,321,5331.70%
Ameritas Investment Partners, Inc. 248,689$26,263,1491.04%
Grey Fox Wealth Advisors, LLC 16,339$1,725,5371.02%
HF Advisory Group, LLC 10,386$1,096,8210.97%
TSFG, LLC 24,810$2,6200.97%
Financial Freedom, LLC 8,696$918,3950.67%
Avant Capital LLC 5,151$543,9720.63%
WealthCare Investment Partners, LLC 7,226$763,1010.46%
Marshall Financial Group LLC 11,743$1,240,1360.44%
View complete list of SPDR SER TR shareholders