Transform Wealth, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 494 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Transform Wealth, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2022$337,000
-4.8%
11,531
-3.2%
0.04%
-17.0%
Q2 2022$354,000
-2.2%
11,909
-0.9%
0.05%
+29.3%
Q1 2022$362,000
+40.9%
12,019
+45.0%
0.04%
+51.9%
Q4 2021$257,0008,2880.03%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
3D ASSET MANAGEMENT, INC 643,258$19,742,0006.01%
Antonetti Capital Management LLC 152,973$4,695,0004.26%
Long Wharf Investors, Inc. 108,857$3,341,0003.02%
Quantitative Advantage, LLC 392,457$12,045,0002.84%
Windhaven Investment Management, Inc. 32,655,296$444,999,0002.71%
FCA CORP /TX 117,131$3,603,0002.08%
Valmark Advisers, Inc. 2,334,482$71,645,0001.97%
TD Ameritrade Trust Co 140,649$4,314,0001.31%
PacWest Financial Management Inc 135,556$4,160,0001.25%
HHG & Company, LLC 99,931$3,067,0001.14%
View complete list of SPDR SER TR shareholders