IFP Advisors, Inc - SPDR SER TR ownership

SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 160 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$15,080
-56.0%
725
-50.0%
0.00%0.0%
Q2 2023$34,245
+86.5%
1,450
+100.0%
0.00%0.0%
Q1 2023$18,360
+21757.1%
725
-77.2%
0.00%
-50.0%
Q4 2022$84
-99.9%
3,182
-2.1%
0.00%0.0%
Q3 2022$86,000
+115.0%
3,249
+127.8%
0.00%
+100.0%
Q2 2022$40,000
-44.4%
1,426
-46.5%
0.00%0.0%
Q1 2022$72,000
+132.3%
2,667
+118.1%
0.00%0.0%
Q4 2021$31,0000.0%1,223
+0.8%
0.00%0.0%
Q3 2021$31,0000.0%1,213
+0.6%
0.00%0.0%
Q2 2021$31,000
-36.7%
1,206
-36.1%
0.00%0.0%
Q1 2021$49,000
-35.5%
1,886
-34.5%
0.00%
-66.7%
Q4 2020$76,0000.0%2,878
+0.3%
0.00%
-40.0%
Q3 2020$76,0000.0%2,869
+0.3%
0.01%
-16.7%
Q2 2020$76,000
+3700.0%
2,861
+3567.9%
0.01%
Q4 2018$2,000
+100.0%
78
+47.2%
0.00%
Q3 2018$1,0000.0%53
+1.9%
0.00%
Q2 2018$1,000
-93.8%
52
-91.6%
0.00%
-100.0%
Q1 2018$16,0000.0%6200.0%0.00%0.0%
Q4 2017$16,0000.0%620
+0.3%
0.00%0.0%
Q3 2017$16,000
+1500.0%
618
+1371.4%
0.00%
Q2 2017$1,000
-50.0%
42
-34.4%
0.00%
Q1 2017$2,000
-66.7%
64
-71.0%
0.00%
Q4 2016$6,0000.0%221
+6.2%
0.00%
Q3 2016$6,0000.0%208
+2.5%
0.00%
Q2 2016$6,0002030.00%
Other shareholders
SPDR SER TR shareholders Q1 2023
NameSharesValueWeighting ↓
Financial Engines Advisors L.L.C. 132,914,692$3,184,636,0008.50%
KWB Wealth 1,600,942$40,632,0006.77%
Redwood Financial Network Corp 186,523$4,469,0004.14%
Leicht Financial Planning & Wealth Management, Inc. 257,369$6,167,0003.67%
Concord Wealth Partners 590,711$14,153,0003.66%
Values First Advisors, Inc. 212,024$5,080,0003.21%
Chesapeake Wealth Management 308,500$7,392,0002.68%
TOWNSQUARE CAPITAL LLC 4,120,953$98,740,0002.52%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 4,726,141$112,645,0001.52%
CGN Advisors LLC 241,963$5,797,0001.44%
View complete list of SPDR SER TR shareholders