IHT Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 31 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
IHT Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$1,502,990
+473.7%
68,598
+563.9%
0.08%
+310.5%
Q4 2021$262,000
-10.9%
10,332
-9.7%
0.02%
-20.8%
Q3 2021$294,000
+2.1%
11,447
+2.8%
0.02%
+33.3%
Q2 2021$288,000
+0.3%
11,138
+0.5%
0.02%
-14.3%
Q1 2021$287,0000.0%11,086
+2.0%
0.02%
-12.5%
Q4 2020$287,000
-3.0%
10,872
-2.1%
0.02%
-20.0%
Q3 2020$296,000
+2.4%
11,107
+3.1%
0.03%
-25.0%
Q2 2020$289,000
+572.1%
10,777
+547.3%
0.04%
+233.3%
Q1 2018$43,0000.0%1,6650.0%0.01%
+9.1%
Q4 2017$43,000
-2.3%
1,6650.0%0.01%
-42.1%
Q3 2017$44,000
-91.1%
1,665
-12.3%
0.02%
-92.1%
Q2 2017$494,000
+8133.3%
1,898
+1536.2%
0.24%
+5875.0%
Q1 2017$6,000
-86.4%
116
-93.0%
0.00%
-87.9%
Q4 2016$44,0001,6650.03%
Other shareholders
SPDR SER TR shareholders Q1 2018
NameSharesValueWeighting ↓
Capitol Family Office, Inc. 504,340$12,800,0008.78%
Financial Engines Advisors L.L.C. 116,885,017$2,966,542,0007.89%
Modera Wealth Management, LLC 7,048,670$178,896,0006.83%
KWB Wealth 1,607,385$40,795,0006.78%
Leicht Financial Planning & Wealth Management, Inc. 294,865$7,484,0004.27%
Concord Wealth Partners 675,033$17,132,0004.19%
Values First Advisors, Inc. 198,322$5,033,0002.98%
Chesapeake Wealth Management 307,030$7,792,0002.62%
Pinnacle Wealth Management Group, Inc. 121,732$3,090,0002.29%
Good Life Advisors, LLC 672,203$17,061,0002.07%
View complete list of SPDR SER TR shareholders