EverSource Wealth Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 489 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
EverSource Wealth Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$9,969
-0.4%
3400.0%0.00%0.0%
Q2 2023$10,010
-0.6%
3400.0%0.00%0.0%
Q1 2023$10,074
+779.1%
340
+771.8%
0.00%
Q4 2022$1,146
+14.6%
390.0%0.00%
Q3 2022$1,000
-98.1%
39
-97.8%
0.00%
-100.0%
Q1 2022$54,000
-23.9%
1,793
-22.2%
0.01%
-30.0%
Q4 2021$71,0002,3060.02%
Other shareholders
SPDR SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
3D ASSET MANAGEMENT, INC 643,258$19,742,0006.01%
Antonetti Capital Management LLC 152,973$4,695,0004.26%
Long Wharf Investors, Inc. 108,857$3,341,0003.02%
Quantitative Advantage, LLC 392,457$12,045,0002.84%
Windhaven Investment Management, Inc. 32,655,296$444,999,0002.71%
FCA CORP /TX 117,131$3,603,0002.08%
Valmark Advisers, Inc. 2,334,482$71,645,0001.97%
TD Ameritrade Trust Co 140,649$4,314,0001.31%
PacWest Financial Management Inc 135,556$4,160,0001.25%
HHG & Company, LLC 99,931$3,067,0001.14%
View complete list of SPDR SER TR shareholders