Foresight Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 422 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Foresight Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2022$870,000
-70.9%
29,787
-70.3%
0.20%
-67.7%
Q2 2022$2,985,000
-88.7%
100,387
-88.6%
0.62%
-87.4%
Q1 2022$26,476,000
+5.2%
878,712
+8.2%
4.90%
+1412.7%
Q4 2021$25,161,000
+48.5%
812,443
+49.9%
0.32%
-90.5%
Q3 2021$16,938,000
+7.6%
542,014
+7.8%
3.40%
-2.5%
Q2 2021$15,744,000
+50.9%
502,991
+51.0%
3.49%
+31.8%
Q1 2021$10,432,000
-2.7%
333,198
-2.4%
2.65%
-6.8%
Q4 2020$10,718,000
+17.7%
341,349
+17.6%
2.84%
-6.8%
Q3 2020$9,104,000
+6.7%
290,211
+6.6%
3.05%
-21.7%
Q2 2020$8,530,000
+2.6%
272,179
-0.9%
3.89%
-32.1%
Q1 2020$8,312,000
+14.5%
274,780
+16.8%
5.73%
+28.1%
Q4 2019$7,258,000
+36.4%
235,351
+36.4%
4.47%
+16.5%
Q3 2019$5,321,000
+20.9%
172,485
+20.6%
3.84%
+15.4%
Q2 2019$4,402,000
+106.2%
143,002
+104.6%
3.33%
+79.5%
Q1 2019$2,135,00069,8921.85%
Other shareholders
SPDR SER TR shareholders Q4 2020
NameSharesValueWeighting ↓
Walker Financial Services, Inc. 683,647$20,256,47120.88%
Signify Wealth 505,474$14,850,82613.00%
Advocacy Wealth Management Services, LLC 3,011,250$88,470,53211.69%
Coulter & Justus Financial Services, LLC 569,554$16,733,49811.37%
Astor Investment Management LLC 1,187,624$34,892,39710.67%
Sunflower Bank, N.A. 1,576,560$46,31910.08%
Flagstone Financial Management 536,776$15,770,4839.60%
PECAUT & CO. 616,555$18,114,3868.60%
Litman Gregory Wealth Management LLC 2,074,023$60,934,7938.51%
IRON Financial LLC 497,405$14,613,7608.39%
View complete list of SPDR SER TR shareholders