SWS Partners - 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
SWS Partners ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$3,116,937
+0.1%
99,108
+2.2%
1.15%
+2.6%
Q2 2023$3,112,393
-1.2%
96,929
-0.0%
1.12%
-4.3%
Q1 2023$3,150,375
+99375.1%
96,964
-2.6%
1.17%
-21.9%
Q4 2022$3,167
-99.9%
99,510
+0.9%
1.50%
+5.0%
Q3 2022$3,090,000
+11.2%
98,659
+32.0%
1.43%
+15.6%
Q4 2020$2,779,000
+12.4%
74,742
+11.1%
1.24%
-0.1%
Q3 2020$2,473,000
+10.3%
67,271
+2.0%
1.24%
-22.7%
Q1 2020$2,243,000
-3.4%
65,937
-0.0%
1.60%
+16.7%
Q3 2019$2,321,000
+6.4%
65,954
+5.5%
1.37%
-0.8%
Q2 2019$2,181,000
+1.1%
62,492
-4.3%
1.38%
-15.3%
Q4 2018$2,157,000
+4.8%
65,278
+5.6%
1.64%
+25.1%
Q3 2018$2,059,000
+0.3%
61,837
+0.3%
1.31%
-9.4%
Q2 2018$2,052,000
+11.7%
61,650
+12.4%
1.44%
+6.6%
Q1 2018$1,837,000
+17.3%
54,869
+19.9%
1.35%
+15.0%
Q4 2017$1,566,00045,7721.18%
Other shareholders
SPDR SER TR shareholders Q3 2022
NameSharesValueWeighting ↓
INTEGRATED CAPITAL MANAGEMENT, INC. 312,958$9,842,5148.70%
Astoria Portfolio Advisors LLC. 562,521$17,528,1648.46%
ERTS Wealth Advisors, LLC 1,106,393$34,796,0708.38%
Buckingham Capital Management, Inc. 1,736,209$54,603,7748.32%
Flagstone Financial Management 577,959$18,176,8188.31%
Burt Wealth Advisors 699,832$22,009,7166.76%
Cherry Tree Wealth Management, LLC 710,795$22,354,5146.55%
FIDELITY D & D BANCORP INC 172,353$5,420,5025.57%
Hofer & Associates. Inc 164,719$5,180,4025.31%
Leicht Financial Planning & Wealth Management, Inc. 270,111$8,495,0075.24%
View complete list of SPDR SER TR shareholders