Cornerstone Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 388 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 1.18 and the average weighting 1.0%.

Quarter-by-quarter ownership
Cornerstone Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$561,189
-33.0%
10,693
-30.5%
0.05%
-29.3%
Q2 2023$837,550
-2.0%
15,385
-9.2%
0.08%
-10.7%
Q1 2023$854,763
+10.7%
16,950
-3.2%
0.08%
-2.3%
Q3 2022$772,000
+5.9%
17,506
+11.6%
0.09%
+6.2%
Q2 2022$729,000
-10.2%
15,681
+7.3%
0.08%
+2.5%
Q1 2022$812,000
-76.6%
14,618
-75.4%
0.08%
-76.1%
Q4 2021$3,475,000
-2.2%
59,481
-11.3%
0.33%
-12.4%
Q3 2021$3,552,000
-0.6%
67,036
-0.7%
0.38%
+0.5%
Q2 2021$3,575,000
+7.2%
67,493
-0.4%
0.38%
-4.6%
Q1 2021$3,335,000
+402.3%
67,789
+370.3%
0.39%
+374.7%
Q4 2020$664,000
-13.7%
14,415
-23.4%
0.08%
-27.2%
Q3 2020$769,000
+20.9%
18,816
+11.8%
0.11%
+10.7%
Q2 2020$636,000
+17.6%
16,828
-2.2%
0.10%
-1.0%
Q1 2020$541,000
-3.7%
17,204
+22.0%
0.10%
+14.3%
Q4 2019$562,000
+322.6%
14,100
-44.4%
0.09%
+4450.0%
Q3 2018$133,000
-82.1%
25,355
-0.1%
0.00%
-75.0%
Q2 2018$745,00025,3830.01%
Other shareholders
SPDR SER TR shareholders Q2 2021
NameSharesValueWeighting ↓
Professional Financial Advisors, LLC 1,247,911$65,502,85129.64%
Weitzel Financial Services, Inc. 701,237$36,431,73021.28%
Royal Harbor Partners, LLC 669,300$35,131,55718.29%
Asset Management Resources, LLC 544,354$28,573,16517.74%
Financial Strategies Group, Inc. 906,044$48,446,19615.28%
Rinkey Investments 635,106$33,336,71415.27%
Treasure Coast Financial Planning 398,340$20,908,87114.52%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 760,206$39,903,20713.55%
Wall Capital Group, Inc. 164,930$8,761,10412.45%
Shepherd Financial Partners LLC 1,477,104$77,533,29112.16%
View complete list of SPDR SER TR shareholders