Transform Wealth, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 521 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

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 Q3 2022
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