Foresight Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 310 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Foresight Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2022$1,877,000
-10.2%
59,915
-6.5%
0.43%
-0.5%
Q2 2022$2,091,000
-8.2%
64,086
-4.0%
0.43%
+2.4%
Q1 2022$2,279,000
-16.6%
66,744
-11.8%
0.42%
+1105.7%
Q4 2021$2,734,000
-1.4%
75,638
-0.4%
0.04%
-93.7%
Q3 2021$2,773,000
-0.8%
75,925
-0.3%
0.56%
-10.0%
Q2 2021$2,794,000
+1.0%
76,124
-0.2%
0.62%
-11.8%
Q1 2021$2,766,000
-1.3%
76,296
+1.2%
0.70%
-5.5%
Q4 2020$2,802,000
+10.4%
75,363
+9.2%
0.74%
-12.5%
Q3 2020$2,537,000
+22.9%
69,025
+22.2%
0.85%
-9.8%
Q2 2020$2,064,000
+32.6%
56,508
+23.5%
0.94%
-12.2%
Q1 2020$1,556,000
-41.0%
45,740
-38.7%
1.07%
-33.9%
Q4 2019$2,636,000
+10.5%
74,655
+10.4%
1.62%
-5.7%
Q3 2019$2,386,000
+21.5%
67,617
+20.2%
1.72%
+16.0%
Q2 2019$1,964,000
+4.6%
56,237
+2.4%
1.48%
-8.9%
Q1 2019$1,877,000
+25.8%
54,939
+21.6%
1.63%
+2.8%
Q4 2018$1,492,00045,1651.58%
Other shareholders
SPDR SER TR shareholders Q2 2020
NameSharesValueWeighting ↓
NOTTINGHAM ADVISORS, INC. 55,726$715,536,00043.48%
INTEGRATED CAPITAL MANAGEMENT, INC. 653,081$23,857,00021.55%
MainStreet Investment Advisors LLC 3,677,353$134,334,0009.19%
Occidental Asset Management, LLC 522,790$19,098,0008.44%
TRUEFG, LLC 261,765$9,562,0007.22%
Adams Wealth Management 188,163$6,874,0007.03%
Leicht Financial Planning & Wealth Management, Inc. 235,183$8,591,0006.82%
ERTS Wealth Advisors, LLC 459,526$16,786,0006.78%
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 1,053,610$38,488,0006.28%
Focused Wealth Management, Inc 734,818$26,843,0006.22%
View complete list of SPDR SER TR shareholders