Bridgeworth, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 369 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Bridgeworth, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2023$447,900
-2.3%
15,040
-3.8%
0.04%
-13.7%
Q3 2023$458,366
-79.2%
15,633
-79.1%
0.05%
-79.1%
Q2 2023$2,207,179
-27.8%
74,972
-27.4%
0.24%
-36.8%
Q1 2023$3,058,213
+5.1%
103,213
+4.2%
0.39%
-16.6%
Q4 2022$2,909,407
+39.2%
99,027
+38.5%
0.46%
-4.3%
Q3 2022$2,090,000
-37.9%
71,525
-36.9%
0.48%
-38.5%
Q2 2022$3,367,000
-23.7%
113,266
-22.6%
0.79%
-22.5%
Q1 2022$4,412,000
-15.6%
146,426
-13.3%
1.02%
-12.0%
Q4 2021$5,228,000
+208.1%
168,798
+210.8%
1.15%
+142.4%
Q3 2021$1,697,000
+1.9%
54,304
+2.0%
0.48%
+0.4%
Q2 2021$1,666,000
-6.9%
53,226
-6.8%
0.47%
-16.1%
Q1 2021$1,789,000
-6.4%
57,138
-6.1%
0.56%
-10.7%
Q4 2020$1,911,000
-16.1%
60,846
-16.2%
0.63%
-25.9%
Q3 2020$2,277,000
-16.1%
72,591
-16.2%
0.85%
-19.6%
Q2 2020$2,715,000
-1.8%
86,636
-5.3%
1.06%
-15.7%
Q1 2020$2,766,000
-12.6%
91,450
-10.8%
1.26%
+6.7%
Q4 2019$3,163,000
-20.1%
102,568
-20.1%
1.18%
-21.8%
Q3 2019$3,961,000
-16.1%
128,397
-16.2%
1.51%
-15.6%
Q2 2019$4,719,000
-30.0%
153,307
-30.5%
1.79%
-32.9%
Q1 2019$6,740,000
+9.1%
220,611
-15.0%
2.67%
-24.4%
Q4 2018$6,177,000
-54.3%
259,474
-55.8%
3.53%
-52.7%
Q3 2018$13,529,000
-40.0%
586,601
-21.6%
7.47%
-23.1%
Q2 2018$22,564,000
+2.8%
748,152
+2.8%
9.71%
-3.4%
Q1 2018$21,948,000
+169.7%
727,719
+172.0%
10.05%
+41.5%
Q4 2017$8,138,000
+111.4%
267,543
+113.2%
7.10%
+31.3%
Q3 2017$3,849,000
-78.6%
125,499
-78.6%
5.41%
-41.3%
Q2 2017$17,997,000
+14.7%
587,397
+14.5%
9.22%
+11.7%
Q1 2017$15,692,000
+4.0%
513,034
+3.9%
8.25%
-0.9%
Q4 2016$15,092,000493,6368.33%
Other shareholders
SPDR SER TR shareholders Q1 2020
NameSharesValueWeighting ↓
Hirtle Callaghan & Co LLC 6,368,526$199,334,00011.65%
IRON Financial LLC 735,567$23,023,00010.77%
Cedar Mountain Advisors, LLC 808,487$25,306,0008.36%
TPG Financial Advisors, LLC 375,441$11,751,0008.25%
Sunflower Bank, N.A. 1,534,345$48,025,0007.38%
Great Point Wealth Advisors, LLC 638,180$19,975,0006.97%
MTC Wealth Management LLC 253,783$7,943,387,0006.84%
Rodgers & Associates, LTD 1,300,058$40,692,0006.54%
Buckingham Capital Management, Inc. 1,279,049$40,034,0006.47%
Baystate Wealth Management LLC 2,074,540$64,933,0006.42%
View complete list of SPDR SER TR shareholders