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 ↓
Walker Financial Services, Inc. 683,647$20,256,47120.88%
Advocacy Wealth Management Services, LLC 3,227,590$95,633,49911.61%
Coulter & Justus Financial Services, LLC 591,131$17,515,20911.42%
Astor Investment Management LLC 1,118,834$33,15110.71%
Flagstone Financial Management 629,779$18,660,3589.31%
PECAUT & CO. 625,440$18,531,7728.44%
CAPITAL WEALTH MANAGEMENT, LLC 482,555$14,298,1048.21%
TPG Financial Advisors, LLC 485,265$14,378,3927.86%
RED CEDAR INVESTMENT MANAGEMENT, LLC 1,479,614$43,840,9636.78%
Coury Firm Asset Management LLC 151,582$4,691,2596.59%
View complete list of SPDR SER TR shareholders