WealthShield Partners, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 288 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
WealthShield Partners, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2021$9,000
-43.8%
257
-39.8%
0.00%
-66.7%
Q3 2020$16,000
-80.2%
427
-80.8%
0.01%
-83.8%
Q2 2020$81,000
+6.6%
2,228
+0.1%
0.04%
-19.6%
Q1 2020$76,000
+40.7%
2,226
+44.5%
0.05%
+76.9%
Q4 2019$54,000
+20.0%
1,540
+21.1%
0.03%
+8.3%
Q3 2019$45,000
+800.0%
1,272
+783.3%
0.02%
+700.0%
Q1 2019$5,000144
+1100.0%
0.00%
Q4 2018$0120.0%0.00%
Q3 2018$0120.0%0.00%
Q2 2018$0
-100.0%
12
-47.8%
0.00%
-100.0%
Q1 2018$1,000
-85.7%
23
-88.6%
0.00%
-75.0%
Q4 2017$7,0002010.00%
Other shareholders
SPDR SER TR shareholders Q3 2019
NameSharesValueWeighting ↓
Marion Wealth Management 591,755$19,309,00010.12%
INTEGRATED CAPITAL MANAGEMENT, INC. 320,861$10,469,0009.60%
Occidental Asset Management, LLC 738,691$24,104,0007.15%
INTEGRAL INVESTMENT ADVISORS, INC. 248,446$8,107,0006.89%
1620 INVESTMENT ADVISORS, INC. 125,610$4,099,0005.65%
TRUEFG, LLC 321,546$10,492,0005.36%
Hofer & Associates. Inc 155,072$5,060,0005.27%
Adams Wealth Management 419,881$13,701,0005.19%
OLD SECOND NATIONAL BANK OF AURORA 521,494$17,017,0004.75%
Leicht Financial Planning & Wealth Management, Inc. 210,382$6,865,0004.65%
View complete list of SPDR SER TR shareholders