Faithward Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 390 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Faithward Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$11,905
-2.1%
3740.0%0.00%0.0%
Q1 2023$12,163
-13.1%
3740.0%0.00%0.0%
Q3 2021$14,0000.0%3740.0%0.00%0.0%
Q2 2021$14,000
-94.0%
374
-94.2%
0.00%
-94.3%
Q1 2021$235,000
-88.7%
6,480
-88.4%
0.05%
-94.1%
Q4 2020$2,074,000
-7.0%
55,761
-8.1%
0.90%
+67.6%
Q3 2020$2,230,000
+120.6%
60,670
+119.2%
0.54%
+106.1%
Q2 2020$1,011,000
+7.2%
27,681
-0.2%
0.26%
-1.5%
Q1 2020$943,000
+376.3%
27,731
+394.1%
0.27%
+466.0%
Q4 2019$198,000
-90.2%
5,612
-90.2%
0.05%
-89.4%
Q3 2019$2,012,00057,0390.44%
Other shareholders
SPDR SER TR shareholders Q1 2023
NameSharesValueWeighting ↓
GoalVest Advisory LLC 221,088$7,258,3193.19%
CGN Advisors LLC 369,673$12,136,3701.68%
ST GERMAIN D J CO INC 641,073$21,046,4271.10%
Systelligence, LLC 113,349$3,721,2481.02%
APPLETON PARTNERS INC/MA 230,020$7,5520.61%
JUNCTURE WEALTH STRATEGIES, LLC 16,865$553,6780.25%
Curbstone Financial Management Corp 12,720$417,5980.10%
Bartlett & Co. LLC 167,089$5,4910.09%
Anchor Investment Management, LLC 1,121$36,8020.00%
View complete list of SPDR SER TR shareholders