WealthShield Partners, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPLB and the CUSIP is 78464A367. A total of 64 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
WealthShield Partners, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2021$2,0000.0%730.0%0.00%
-100.0%
Q3 2020$2,000
-66.7%
73
-59.2%
0.00%
-66.7%
Q2 2020$6,000
+20.0%
1790.0%0.00%0.0%
Q1 2020$5,000
-93.7%
179
-93.1%
0.00%
-92.3%
Q4 2019$79,0000.0%2,6090.0%0.04%
-7.1%
Q3 2019$79,000
+27.4%
2,609
+13.3%
0.04%
+20.0%
Q1 2019$62,000
+10.7%
2,303
+4.8%
0.04%
-7.9%
Q4 2018$56,0002,1970.04%
Other shareholders
SPDR SER TR shareholders Q3 2019
NameSharesValueWeighting ↓
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 358,581$7,616,2637.89%
Wayfinding Financial, LLC 207,339$4,3443.28%
Twelve Points Wealth Management LLC 307,864$6,539,0313.26%
Hedeker Wealth, LLC 309,151$6,566,3712.28%
Collaborative Wealth Managment Inc. 155,192$3,296,2761.97%
NYL Investors LLC 1,876,350$39,853,6741.63%
ROCKLAND TRUST CO 1,240,473$26,347,6471.59%
Legacy Financial Group LLC 269,162$5,717,004,0001.34%
VAN STRUM & TOWNE INC. 80,340$1,706,4220.72%
Elevated Capital Advisors, LLC 91,394$1,941,2110.66%
View complete list of SPDR SER TR shareholders