IFP Advisors, Inc - SPDR SER TR ownership

SPDR SER TR's ticker is SPLB and the CUSIP is 78464A367. A total of 90 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2022$7
-99.9%
172
-44.0%
0.00%
Q3 2022$8,0000.0%3070.0%0.00%
Q2 2022$8,0000.0%3070.0%0.00%
Q1 2022$8,0003070.00%
Q2 2021$000.00%
Q1 2021$0
-100.0%
0
-100.0%
0.00%
-100.0%
Q4 2020$55,000
+83.3%
1,604
+61.7%
0.00%0.0%
Q3 2020$30,0009920.00%
Q2 2020$000.00%
Q1 2020$000.00%
Q4 2019$000.00%
Q3 2019$0
-100.0%
0
-100.0%
0.00%
-100.0%
Q1 2019$81,000
-11.0%
3,000
-16.5%
0.01%
+83.3%
Q4 2018$91,000
+15.2%
3,594
+19.2%
0.01%
+100.0%
Q3 2018$79,0000.0%3,0150.0%0.00%0.0%
Q2 2018$79,000
+315.8%
3,015
+351.3%
0.00%
+200.0%
Q1 2018$19,0000.0%6680.0%0.00%0.0%
Q4 2017$19,000
-17.4%
668
+21.5%
0.00%0.0%
Q3 2017$23,0000.0%5500.0%0.00%0.0%
Q2 2017$23,000
-11.5%
550
-15.8%
0.00%0.0%
Q1 2017$26,000
+36.8%
653
+38.3%
0.00%0.0%
Q4 2016$19,000
-5.0%
472
+0.9%
0.00%0.0%
Q3 2016$20,0000.0%4680.0%0.00%0.0%
Q2 2016$20,000
-75.3%
468
-84.4%
0.00%
-90.9%
Q1 2016$81,000
+138.2%
3,000
+227.2%
0.01%
+450.0%
Q4 2015$34,0009170.00%
Other shareholders
SPDR SER TR shareholders Q1 2023
NameSharesValueWeighting ↓
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 358,581$7,616,2637.89%
Wayfinding Financial, LLC 207,339$4,3443.28%
Twelve Points Wealth Management LLC 307,864$6,539,0313.26%
Hedeker Wealth, LLC 309,151$6,566,3712.28%
Collaborative Wealth Managment Inc. 155,192$3,296,2761.97%
NYL Investors LLC 1,876,350$39,853,6741.63%
ROCKLAND TRUST CO 1,240,473$26,347,6471.59%
Legacy Financial Group LLC 269,162$5,717,004,0001.34%
VAN STRUM & TOWNE INC. 80,340$1,706,4220.72%
Elevated Capital Advisors, LLC 91,394$1,941,2110.66%
View complete list of SPDR SER TR shareholders