BerganKDV Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 422 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
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 Q4 2020
NameSharesValueWeighting ↓
Walker Financial Services, Inc. 833,827$24,447,79823.76%
Advocacy Wealth Management Services, LLC 3,559,995$104,379,05611.61%
Flagstone Financial Management 815,069$23,897,79410.93%
Coulter & Justus Financial Services, LLC 465,568$13,650,4519.93%
Obsidian Personal Planning Solutions LLC 393,722$11,543,9309.86%
CAPITAL WEALTH MANAGEMENT, LLC 584,486$17,137,1309.40%
Concord Wealth Partners 1,105,607$32,416,3926.89%
Litman Gregory Wealth Management LLC 2,109,966$61,864,1996.38%
Rodgers & Associates, LTD 1,390,202$40,760,7256.16%
Cedar Mountain Advisors, LLC 699,699$20,515,1696.05%
View complete list of SPDR SER TR shareholders