WealthShield Partners, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 339 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
WealthShield Partners, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$86,553
-0.4%
2,9520.0%0.01%0.0%
Q2 2023$86,907
-0.6%
2,9520.0%0.01%
-7.1%
Q1 2023$87,468
+149.9%
2,952
+165.9%
0.01%
+180.0%
Q2 2021$35,000
-5.4%
1,110
-6.8%
0.01%
-28.6%
Q1 2021$37,000
+68.2%
1,191
+66.3%
0.01%
-12.5%
Q3 2020$22,000
-35.3%
716
-33.0%
0.01%
-50.0%
Q2 2020$34,000
-10.5%
1,069
-15.5%
0.02%
-30.4%
Q1 2020$38,000
-7.3%
1,265
-4.5%
0.02%
+15.0%
Q4 2019$41,0000.0%1,3240.0%0.02%
-9.1%
Q3 2019$41,000
+51.9%
1,324
+53.6%
0.02%
+37.5%
Q2 2019$27,000
-42.6%
862
-43.7%
0.02%
-38.5%
Q1 2019$47,000
-98.1%
1,532
-98.1%
0.03%
-98.4%
Q4 2018$2,436,000
+10050.0%
80,814
+10052.5%
1.66%
+11757.1%
Q3 2018$24,000
+14.3%
796
+13.7%
0.01%
+7.7%
Q1 2018$21,0007000.01%
Other shareholders
SPDR SER TR shareholders Q3 2019
NameSharesValueWeighting ↓
Walker Financial Services, Inc. 683,647$20,256,47120.88%
Advocacy Wealth Management Services, LLC 3,227,590$95,633,49911.61%
Coulter & Justus Financial Services, LLC 591,131$17,515,20911.42%
Astor Investment Management LLC 1,118,834$33,15110.71%
Flagstone Financial Management 629,779$18,660,3589.31%
PECAUT & CO. 625,440$18,531,7728.44%
CAPITAL WEALTH MANAGEMENT, LLC 482,555$14,298,1048.21%
TPG Financial Advisors, LLC 485,265$14,378,3927.86%
RED CEDAR INVESTMENT MANAGEMENT, LLC 1,479,614$43,840,9636.78%
Coury Firm Asset Management LLC 151,582$4,691,2596.59%
View complete list of SPDR SER TR shareholders