Towerpoint Wealth, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 382 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Towerpoint Wealth, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$211,289
-40.5%
6,718
-39.3%
0.12%
-37.5%
Q2 2023$355,375
-32.8%
11,067
-32.0%
0.20%
-34.0%
Q1 2023$529,010
-5.7%
16,282
-7.6%
0.30%
-6.5%
Q4 2022$561,099
+14.3%
17,628
+12.5%
0.32%
+9.5%
Q3 2022$491,000
-25.4%
15,670
-22.3%
0.30%
-24.7%
Q2 2022$658,00020,1550.39%
Other shareholders
SPDR SER TR shareholders Q3 2022
NameSharesValueWeighting ↓
INTEGRATED CAPITAL MANAGEMENT, INC. 617,653$20,407,00019.12%
Great Point Wealth Advisors, LLC 417,669$13,799,00013.05%
PARK AVENUE SECURITIES LLC 1,517,110$50,398,0007.73%
DeGreen Capital Management LLC 424,098$140,122,0007.67%
TPG Financial Advisors, LLC 194,565$6,428,0006.98%
ALLIANZ INVESTMENT MANAGEMENT LLC 2,000,000$66,080,0006.70%
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 1,175,935$38,853,0006.43%
WRAPMANAGER INC 498,613$16,474,0005.84%
Occidental Asset Management, LLC 255,770$8,451,0004.78%
Willow Creek Wealth Management Inc. 222,318$7,345,0003.90%
View complete list of SPDR SER TR shareholders