EverSource Wealth Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 521 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

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 Q3 2022
NameSharesValueWeighting ↓
Sunflower Bank, N.A. 1,517,106$47,545,00018.86%
TPG Financial Advisors, LLC 467,340$14,646,00013.13%
Compass Financial Group, Inc. 417,619$13,088,00010.96%
Goodman Financial Corp 610,321$19,127,0009.56%
Cedar Mountain Advisors, LLC 691,430$21,669,0009.39%
Asset Planning Services, Ltd. 686,130$21,503,0009.29%
IRON Financial LLC 572,119$17,930,0009.24%
Occidental Asset Management, LLC 657,653$20,611,0009.12%
MBM Wealth Consultants, LLC 380,032$11,911,0008.40%
Baystate Wealth Management LLC 2,219,395$69,556,0008.14%
View complete list of SPDR SER TR shareholders