Alpha Omega 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
Alpha Omega Wealth Management LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,837,006
+1.2%
62,654
+1.6%
0.32%
+3.3%
Q2 2023$1,815,630
-3.9%
61,672
-3.3%
0.31%
-5.8%
Q1 2023$1,889,741
+3.0%
63,778
+2.1%
0.33%0.0%
Q4 2022$1,834,393
+7.2%
62,437
+6.6%
0.33%
-0.3%
Q3 2022$1,711,000
+45.4%
58,547
+47.9%
0.33%
+55.7%
Q2 2022$1,177,000
+34.1%
39,593
+35.8%
0.21%
+51.1%
Q1 2022$878,000
-3.5%
29,154
-1.1%
0.14%
-0.7%
Q4 2021$910,000
-0.1%
29,470
+1.1%
0.14%
-6.0%
Q3 2021$911,000
+3544.0%
29,144
+3411.3%
0.15%
+1254.5%
Q1 2019$25,0008300.01%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Sunflower Bank, N.A. 1,517,106$47,545,00018.86%
TPG Financial Advisors, LLC 467,340$14,646,00013.13%
Compass Financial Group, Inc. 417,619$13,088,00010.96%
Goodman Financial Corp 610,321$19,127,0009.56%
Cedar Mountain Advisors, LLC 691,430$21,669,0009.39%
Asset Planning Services, Ltd. 686,130$21,503,0009.29%
IRON Financial LLC 572,119$17,930,0009.24%
Occidental Asset Management, LLC 657,653$20,611,0009.12%
MBM Wealth Consultants, LLC 380,032$11,911,0008.40%
Baystate Wealth Management LLC 2,219,395$69,556,0008.14%
View complete list of SPDR SER TR shareholders