Integrated Wealth Concepts LLC - SPDR SER TR ownership

SPDR SER TR's ticker is PSK and the CUSIP is 78464A292. A total of 207 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2022$760
-99.9%
23,150
-3.0%
0.02%
-22.2%
Q3 2022$832,000
-4.6%
23,861
-1.9%
0.03%0.0%
Q2 2022$872,000
-15.7%
24,311
-8.3%
0.03%
-15.6%
Q1 2022$1,034,000
-1.5%
26,507
+8.3%
0.03%
+3.2%
Q4 2021$1,050,000
+14.3%
24,481
+15.7%
0.03%
+3.3%
Q3 2021$919,000
+9.9%
21,156
+11.9%
0.03%0.0%
Q2 2021$836,000
-4.2%
18,906
-6.0%
0.03%
-16.7%
Q1 2021$873,000
+14.7%
20,106
+17.4%
0.04%0.0%
Q4 2020$761,000
+49.8%
17,131
+46.7%
0.04%
+16.1%
Q3 2020$508,000
+80.8%
11,681
+74.2%
0.03%
+55.0%
Q2 2020$281,0006,7060.02%
Other shareholders
SPDR SER TR shareholders Q2 2021
NameSharesValueWeighting ↓
NewSquare Capital LLC 591,724$27,264,0006.49%
Prospera Financial Services Inc 437,196$20,144,0004.16%
INVESTMENT PARTNERS, LTD. 43,707$2,014,0002.01%
Steinberg Global Asset Management 174,436$8,037,0001.40%
Transamerica Financial Advisors, Inc. 290,805$13,400,0001.35%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 37,971$1,750,0000.82%
CWM, LLC 189,245$8,720,0000.64%
Regal Investment Advisors LLC 46,873$2,160,0000.59%
American Research & Management Co. 28,325$1,305,0000.50%
NEXT Financial Group, Inc 32,835$1,512,0000.48%
View complete list of SPDR SER TR shareholders