NWAM LLC - SPDR SER TR ownership

SPDR SER TR's ticker is HAIL and the CUSIP is 78468R689. A total of 34 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
NWAM LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,000,995
-8.2%
32,421
-0.6%
0.10%
+13.3%
Q2 2023$1,090,669
+4.2%
32,615
-1.0%
0.09%
-15.1%
Q1 2023$1,047,103
+4.9%
32,931
-2.8%
0.11%
+20.5%
Q4 2022$998,412
-6.5%
33,890
+0.0%
0.09%
-13.7%
Q3 2022$1,068,000
-11.1%
33,885
+0.0%
0.10%
-8.1%
Q2 2022$1,202,000
-24.4%
33,884
+0.0%
0.11%
-9.0%
Q1 2022$1,589,000
-15.7%
33,879
-0.8%
0.12%
-18.1%
Q4 2021$1,885,000
-1.8%
34,137
-2.6%
0.15%
-14.4%
Q3 2021$1,920,000
-12.2%
35,059
-0.4%
0.17%
-14.3%
Q2 2021$2,186,000
-1.6%
35,213
-3.3%
0.20%
-8.1%
Q1 2021$2,221,00036,3970.22%
Other shareholders
SPDR SER TR shareholders Q2 2023
NameSharesValueWeighting ↓
Founders Capital Management 10,960$377,0000.30%
VALLEY NATIONAL ADVISERS INC 15,346$565,0000.12%
Laidlaw Wealth Management LLC 16,876$581,0000.12%
NWAM LLC 33,884$1,202,0000.11%
OPTIMUM INVESTMENT ADVISORS 3,093$106,0000.05%
Riverview Trust Co 1,621$56,0000.05%
BCR Wealth Strategies, LLC 846$29,0000.03%
Gladstone Institutional Advisory LLC 9,813$3380.03%
PSI Advisors, LLC 1,573$54,0000.03%
Tower Research Capital LLC (TRC) 32,012$1,102,0000.02%
View complete list of SPDR SER TR shareholders