Integrated Wealth Concepts LLC - SPDR SER TR ownership

SPDR SER TR's ticker is VLU and the CUSIP is 78464A128. A total of 42 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$841,262
+26.1%
5,819
+35.2%
0.02%
-25.0%
Q1 2022$667,000
-65.9%
4,305
-65.8%
0.02%
-65.5%
Q4 2021$1,957,000
+50.7%
12,572
+39.9%
0.06%
+38.1%
Q3 2021$1,299,000
+59.4%
8,984
+61.4%
0.04%
+44.8%
Q2 2021$815,0005,5660.03%
Other shareholders
SPDR SER TR shareholders Q2 2021
NameSharesValueWeighting ↓
Roger Wittlin Investment Advisory, LLC 33,409$4,962,5054.02%
LWS Wealth Advisors, Inc. 59,431$8,828,0003.72%
SAXON INTERESTS, INC. 4,504$669,0240.36%
Keystone Wealth Services, LLC 6,166$915,8560.34%
ORG Partners LLC 12,770$1,904,4830.31%
Flagship Private Wealth, LLC 1,524$226,4420.19%
Prosperity Consulting Group, LLC 2,029$301,3170.18%
MONEY CONCEPTS CAPITAL CORP 11,512$1,709,9930.17%
J.W. COLE ADVISORS, INC. 10,228$1,519,2480.11%
Professional Financial Advisors, LLC 1,389$206,2570.11%
View complete list of SPDR SER TR shareholders