BerganKDV Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 353 filers reported holding SPDR SER TR in Q4 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 Q4 2020
NameSharesValueWeighting ↓
INTEGRATED CAPITAL MANAGEMENT, INC. 295,416$9,488,7558.64%
ERTS Wealth Advisors, LLC 1,047,573$34,035,6348.25%
Flagstone Financial Management 414,271$13,459,6536.72%
Buckingham Capital Management, Inc. 1,280,131$41,591,4566.65%
Burt Wealth Advisors 637,234$20,703,7336.43%
Leicht Financial Planning & Wealth Management, Inc. 314,342$10,212,9696.29%
Astoria Portfolio Advisors LLC. 454,116$14,808,7096.26%
Allianz Investment Management U.S. LLC 3,437,122$111,637,7236.18%
INTEGRAL INVESTMENT ADVISORS, INC. 252,891$8,216,4365.88%
Hofer & Associates. Inc 156,464$4,980,2574.98%
View complete list of SPDR SER TR shareholders