BerganKDV Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 324 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2023$130
-98.3%
4
-98.3%
0.00%
-100.0%
Q4 2022$7,448
+86.2%
234
+95.0%
0.00%
Q1 2022$4,000
+300.0%
120
+757.1%
0.00%
Q4 2021$1,000
-66.7%
14
-81.3%
0.00%
Q3 2021$3,0000.0%75
-14.8%
0.00%
Q4 2020$3,000
-81.2%
88
-79.9%
0.00%
-100.0%
Q2 2020$16,0004370.00%
Other shareholders
SPDR SER TR shareholders Q3 2020
NameSharesValueWeighting ↓
INTEGRATED CAPITAL MANAGEMENT, INC. 659,457$24,519,00019.80%
SevenOneSeven Capital Management 49,346$1,835,00015.70%
Adams Wealth Management 386,128$14,356,0009.02%
ERTS Wealth Advisors, LLC 627,210$23,320,0007.57%
Occidental Asset Management, LLC 539,701$20,066,0006.65%
TRUEFG, LLC 298,077$11,083,0006.64%
Copperleaf Capital, LLC 192,335$7,151,0006.11%
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 1,138,472$42,329,0006.01%
HNP Capital LLC 492,742$18,320,0006.00%
CLIENT 1ST ADVISORY GROUP, LLC 243,881$9,024,0005.86%
View complete list of SPDR SER TR shareholders