Cornerstone Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 96 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Cornerstone Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2022$624,000
+0.5%
27,311
+5.5%
0.07%
+15.0%
Q1 2022$621,000
-64.4%
25,898
-62.3%
0.06%
-63.9%
Q4 2021$1,746,000
-0.9%
68,623
+0.2%
0.17%
-11.2%
Q3 2021$1,762,000
+3.2%
68,517
+3.8%
0.19%
+3.9%
Q2 2021$1,708,000
+5.0%
66,034
+5.3%
0.18%
-6.2%
Q1 2021$1,627,000
+146.5%
62,729
+151.1%
0.19%
+131.3%
Q4 2020$660,000
+2.8%
24,985
+3.7%
0.08%
-12.6%
Q3 2020$642,000
+4.7%
24,084
+5.2%
0.10%
-4.0%
Q2 2020$613,000
-25.6%
22,900
-25.8%
0.10%
-37.7%
Q1 2020$824,000
+3.3%
30,872
+1.0%
0.16%
+23.3%
Q4 2019$798,000
+11.9%
30,569
+12.6%
0.13%
+2.4%
Q3 2019$713,000
+12.6%
27,141
+12.3%
0.13%
+10.5%
Q2 2019$633,000
+125.3%
24,176
-9.6%
0.11%
+235.3%
Q1 2019$281,000
-57.1%
26,751
+3.7%
0.03%
-75.7%
Q4 2018$655,000
-96.7%
25,801
-95.0%
0.14%
-43.5%
Q3 2018$19,671,000
-8.9%
515,774
-5.7%
0.25%
+2.1%
Q2 2018$21,591,000
+3950.8%
546,684
+2523.1%
0.24%
+138.2%
Q1 2018$533,000
+4.1%
20,841
+5.9%
0.10%
+6.2%
Q4 2017$512,000
-0.8%
19,6710.0%0.10%
-10.3%
Q3 2017$516,000
+17.0%
19,671
+16.9%
0.11%
+8.1%
Q2 2017$441,000
+101.4%
16,821
+103.1%
0.10%
+83.3%
Q1 2017$219,0008,2810.05%
Other shareholders
SPDR SER TR shareholders Q3 2020
NameSharesValueWeighting ↓
Leicht Financial Planning & Wealth Management, Inc. 690,840$14,369,4878.87%
Financial Engines Advisors L.L.C. 158,268,550$3,291,985,8448.65%
Hibernia Wealth Partners, LLC 467,769$9,729,5867.53%
Tri-Star Advisors Inc. 20,809$432,8277.33%
FINANCIAL LIFE ADVISORS 632,687$13,163,6285.66%
Redwood Financial Network Corp 177,378$3,689,4573.91%
Carr Financial Group Corp 392,172$8,161,1083.23%
CGN Advisors LLC 1,116,453$23,222,2233.13%
KWB Wealth 723,527$15,852,4872.54%
Chesapeake Wealth Management 285,828$5,945,2222.48%
View complete list of SPDR SER TR shareholders