IHT Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYX and the CUSIP is 78468R796. A total of 3 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
IHT Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$355,849
+10.4%
10,246
+15.0%
0.02%
+5.9%
Q2 2023$322,336
+25.3%
8,912
+15.1%
0.02%
+13.3%
Q1 2023$257,320
+231.9%
7,741
+210.8%
0.02%
+200.0%
Q4 2022$77,5192,4910.01%
Other shareholders
SPDR SER TR shareholders Q4 2023
NameSharesValueWeighting ↓
Windmill Hill Asset Management Ltd 667,162$78,525,00056.54%
Choate Investment Advisors 945,364$111,269,0006.50%
Sensible Financial Planning & Management, LLC. 110,013$12,948,0003.68%
RETIREMENT INCOME SOLUTIONS, INC 100,818$11,866,000,0003.17%
Astoria Portfolio Advisors LLC. 23,546$2,771,0002.20%
Investment Research & Advisory Group, Inc. 4,982$2,366,0001.44%
Eidelman Virant Capital 7,804$3,717,0001.35%
Stonehearth Capital Management, LLC 22,082$2,599,0001.34%
Portfolio Strategies, Inc. 60,399$7,118,0001.33%
GOULD ASSET MANAGEMENT LLC /CA/ 37,270$4,387,0001.23%
View complete list of SPDR SER TR shareholders