BerganKDV Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 508 filers reported holding SPDR SER TR in Q3 2023. 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
Q2 2023$47,046
-58.2%
1,598
-57.9%
0.01%
-58.3%
Q1 2023$112,594
+139.8%
3,800
+137.8%
0.01%
+140.0%
Q4 2022$46,949
-0.1%
1,5980.0%0.01%
-16.7%
Q3 2022$47,000
-2.1%
1,5980.0%0.01%
+20.0%
Q2 2022$48,0000.0%1,5980.0%0.01%0.0%
Q1 2022$48,000
-2.0%
1,5980.0%0.01%0.0%
Q4 2021$49,000
-2.0%
1,5980.0%0.01%
-16.7%
Q3 2021$50,0000.0%1,5980.0%0.01%0.0%
Q2 2021$50,0000.0%1,5980.0%0.01%0.0%
Q1 2021$50,0000.0%1,5980.0%0.01%
-14.3%
Q4 2020$50,0000.0%1,5980.0%0.01%
-12.5%
Q3 2020$50,0000.0%1,5980.0%0.01%
-11.1%
Q2 2020$50,000
+4.2%
1,5980.0%0.01%
-10.0%
Q1 2020$48,000
-2.0%
1,5980.0%0.01%
+11.1%
Q4 2019$49,0000.0%1,5980.0%0.01%
-10.0%
Q3 2019$49,0000.0%1,5980.0%0.01%0.0%
Q2 2019$49,0000.0%1,5980.0%0.01%0.0%
Q1 2019$49,000
+2.1%
1,5980.0%0.01%
-9.1%
Q4 2018$48,0000.0%1,5980.0%0.01%
+10.0%
Q3 2018$48,0000.0%1,5980.0%0.01%
-9.1%
Q2 2018$48,0001,5980.01%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Coulter & Justus Financial Services, LLC 639,835$19,022,00015.30%
Advocacy Wealth Management Services, LLC 2,693,637$80,082,00012.88%
Astor Investment Management LLC 1,324,800$39,386,00010.55%
TPG Financial Advisors, LLC 477,388$14,193,0009.51%
IRON Financial LLC 590,543$17,557,0009.19%
Cedar Mountain Advisors, LLC 860,330$25,578,0008.75%
Marion Wealth Management 554,010$16,471,0008.63%
Sunflower Bank, N.A. 1,430,451$42,527,0008.41%
PECAUT & CO. 493,506$14,672,0008.27%
Rodgers & Associates, LTD 1,395,072$41,475,0007.11%
View complete list of SPDR SER TR shareholders