Gerber Kawasaki Wealth & Investment Management - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 390 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Gerber Kawasaki Wealth & Investment Management ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,675,205
-87.3%
53,266
-87.0%
0.11%
-87.1%
Q2 2023$13,205,055
+47.6%
411,244
+49.3%
0.89%
+25.3%
Q1 2023$8,948,029
+8.6%
275,408
+6.3%
0.71%
-3.3%
Q4 2022$8,243,054258,9710.73%
Other shareholders
SPDR SER TR shareholders Q1 2023
NameSharesValueWeighting ↓
INTEGRATED CAPITAL MANAGEMENT, INC. 659,457$24,519,00019.80%
SevenOneSeven Capital Management 49,346$1,835,00015.70%
Adams Wealth Management 386,128$14,356,0009.02%
ERTS Wealth Advisors, LLC 627,210$23,320,0007.57%
Occidental Asset Management, LLC 539,701$20,066,0006.65%
TRUEFG, LLC 298,077$11,083,0006.64%
Copperleaf Capital, LLC 192,335$7,151,0006.11%
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 1,138,472$42,329,0006.01%
HNP Capital LLC 492,742$18,320,0006.00%
CLIENT 1ST ADVISORY GROUP, LLC 243,881$9,024,0005.86%
View complete list of SPDR SER TR shareholders