BerganKDV Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 347 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

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 Q1 2021
NameSharesValueWeighting ↓
GoalVest Advisory LLC 221,088$7,258,3193.19%
CGN Advisors LLC 369,673$12,136,3701.68%
ST GERMAIN D J CO INC 641,073$21,046,4271.10%
Systelligence, LLC 113,349$3,721,2481.02%
APPLETON PARTNERS INC/MA 230,020$7,5520.61%
JUNCTURE WEALTH STRATEGIES, LLC 16,865$553,6780.25%
Curbstone Financial Management Corp 12,720$417,5980.10%
Bartlett & Co. LLC 167,089$5,4910.09%
Anchor Investment Management, LLC 1,121$36,8020.00%
View complete list of SPDR SER TR shareholders