Integrated Wealth Concepts LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 489 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$653,498
-46.0%
22,288
-45.8%
0.01%
-42.9%
Q2 2023$1,210,779
+234547.1%
41,127
+136.2%
0.02%
+90.9%
Q1 2023$516
-5.0%
17,410
-5.9%
0.01%
-26.7%
Q4 2022$543
-99.9%
18,494
+3.1%
0.02%
-11.8%
Q3 2022$524,000
-10.0%
17,938
-8.4%
0.02%
-5.6%
Q2 2022$582,000
+27.9%
19,574
+29.7%
0.02%
+28.6%
Q1 2022$455,000
-3.4%
15,096
-0.8%
0.01%0.0%
Q4 2021$471,000
+7.8%
15,211
+8.8%
0.01%0.0%
Q3 2021$437,000
-2.5%
13,984
-2.3%
0.01%
-12.5%
Q2 2021$448,000
+37.8%
14,319
+38.0%
0.02%
+23.1%
Q1 2021$325,000
+14.8%
10,375
+15.3%
0.01%0.0%
Q4 2020$283,000
+3.7%
9,000
+3.3%
0.01%
-23.5%
Q3 2020$273,000
-74.5%
8,710
-74.5%
0.02%
-77.9%
Q2 2020$1,070,000
+6.6%
34,141
+2.8%
0.08%
-17.2%
Q1 2020$1,004,000
-33.1%
33,196
-31.8%
0.09%
-26.8%
Q4 2019$1,501,000
+40.9%
48,669
+41.0%
0.13%
+5.8%
Q3 2019$1,065,000
+276.3%
34,515
+68.1%
0.12%
+224.3%
Q2 2019$283,000
+0.4%
20,527
+122.3%
0.04%
-22.9%
Q1 2019$282,0009,2350.05%
Other shareholders
SPDR SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
Walker Financial Services, Inc. 683,647$20,256,47120.88%
Signify Wealth 505,474$14,850,82613.00%
Advocacy Wealth Management Services, LLC 3,011,250$88,470,53211.69%
Coulter & Justus Financial Services, LLC 569,554$16,733,49811.37%
Astor Investment Management LLC 1,187,624$34,892,39710.67%
Sunflower Bank, N.A. 1,576,560$46,31910.08%
Flagstone Financial Management 536,776$15,770,4839.60%
PECAUT & CO. 616,555$18,114,3868.60%
Litman Gregory Wealth Management LLC 2,074,023$60,934,7938.51%
IRON Financial LLC 497,405$14,613,7608.39%
View complete list of SPDR SER TR shareholders