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 ↓
Philadelphia Financial Management of San Francisco, LLC 200,000$28,914,5807.36%
Roger Wittlin Investment Advisory, LLC 33,591$4,856,5814.12%
LWS Wealth Advisors, Inc. 59,421$8,591,0003.76%
ShoreHaven Wealth Partners, LLC 6,461$934,0860.64%
GeoWealth Management, LLC 32,466$4,6940.53%
Keystone Wealth Services, LLC 6,149$889,0310.34%
Flagship Private Wealth, LLC 1,531$221,2730.20%
EVOKE WEALTH, LLC 33,591$4,856,5810.17%
MONEY CONCEPTS CAPITAL CORP 10,397$1,503,1210.16%
Prosperity Consulting Group, LLC 1,940$280,5040.13%
View complete list of SPDR SER TR shareholders