Mascoma Wealth Management 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
Mascoma Wealth Management LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$7,305,727
+3.4%
249,172
+3.9%
2.28%
+5.5%
Q2 2023$7,064,532
-38.4%
239,882
-37.9%
2.16%
-35.5%
Q1 2023$11,467,008
+131.7%
386,485
+129.4%
3.36%
+113.6%
Q4 2022$4,950,094
-2.9%
168,485
-3.4%
1.57%
-10.9%
Q3 2022$5,096,000
+2.9%
174,415
+4.7%
1.76%
+4.3%
Q2 2022$4,951,000
+7.0%
166,538
+8.4%
1.69%
+14.9%
Q1 2022$4,627,000
-1.7%
153,571
+1.0%
1.47%
-9.5%
Q4 2021$4,707,000
+2.0%
151,978
+2.9%
1.63%
-9.1%
Q3 2021$4,616,000
-0.3%
147,714
-0.2%
1.79%
-9.6%
Q2 2021$4,632,000
-1.8%
147,980
-1.8%
1.98%
-2.5%
Q1 2021$4,717,000
+34.0%
150,663
+34.4%
2.03%
+15.3%
Q4 2020$3,520,000
+13.1%
112,099
+11.1%
1.76%
-10.2%
Q3 2019$3,113,000
-63.8%
100,908
-63.9%
1.96%
-63.6%
Q2 2019$8,607,000
-4.7%
279,627
-5.4%
5.39%
-11.1%
Q1 2019$9,033,000
-6.2%
295,666
-7.5%
6.06%
-17.6%
Q4 2018$9,634,000
-4.1%
319,636
-4.0%
7.35%
+10.9%
Q3 2018$10,051,000
+40.4%
333,042
+40.4%
6.63%
+31.6%
Q2 2018$7,157,000
-3.9%
237,285
-3.8%
5.04%
+2.6%
Q1 2018$7,448,000
-21.4%
246,637
-21.1%
4.91%
-15.9%
Q4 2017$9,470,000
+36.8%
312,525
+38.4%
5.83%
+26.2%
Q3 2017$6,924,000
+5.5%
225,767
+5.4%
4.62%
+4.4%
Q2 2017$6,565,000
+19.4%
214,263
+19.3%
4.43%
+12.5%
Q1 2017$5,497,000
+2.7%
179,596
+2.5%
3.94%
-0.1%
Q4 2016$5,351,000175,2683.94%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
Coulter & Justus Financial Services, LLC 639,835$19,022,00015.30%
Advocacy Wealth Management Services, LLC 2,693,637$80,082,00012.88%
Astor Investment Management LLC 1,324,800$39,386,00010.55%
TPG Financial Advisors, LLC 477,388$14,193,0009.51%
IRON Financial LLC 590,543$17,557,0009.19%
Cedar Mountain Advisors, LLC 860,330$25,578,0008.75%
Marion Wealth Management 554,010$16,471,0008.63%
Sunflower Bank, N.A. 1,430,451$42,527,0008.41%
PECAUT & CO. 493,506$14,672,0008.27%
Rodgers & Associates, LTD 1,395,072$41,475,0007.11%
View complete list of SPDR SER TR shareholders