Integrated Wealth Concepts LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTI and the CUSIP is 78464A672. A total of 163 filers reported holding SPDR SER TR in Q2 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$5,003,326
-10.7%
181,741
-8.2%
0.09%
-8.3%
Q2 2023$5,602,737
+108060.9%
198,046
+10.7%
0.10%
-10.3%
Q1 2023$5,180
+82.8%
178,981
+78.3%
0.11%
+39.0%
Q4 2022$2,834
-99.9%
100,371
+4.3%
0.08%
-11.5%
Q3 2022$2,708,000
-1.9%
96,261
+2.7%
0.09%
+1.2%
Q2 2022$2,761,000
+4.4%
93,689
+7.3%
0.09%
+6.2%
Q1 2022$2,644,000
+31.9%
87,298
+39.6%
0.08%
+35.0%
Q4 2021$2,004,000
-6.6%
62,536
-5.8%
0.06%
-14.3%
Q3 2021$2,145,000
-18.5%
66,398
-18.3%
0.07%
-24.7%
Q2 2021$2,633,000
+966.0%
81,307
+993.9%
0.09%
+520.0%
Q3 2020$247,0007,4330.02%
Other shareholders
SPDR SER TR shareholders Q2 2021
NameSharesValueWeighting ↓
Wela Strategies, Inc. 803,295$22,114,71113.22%
Leicht Financial Planning & Wealth Management, Inc. 760,277$20,930,42912.92%
Arcadia Wealth Management, LLC 566,055$15,583,48912.16%
Hibernia Wealth Partners, LLC 459,881$12,660,5099.80%
O'Brien Wealth Partners LLC 1,146,596$31,565,7959.05%
Astoria Portfolio Advisors LLC. 648,121$17,674,2608.53%
SENTINEL PENSION ADVISORS INC 1,139,074$31,358,7067.64%
Flagstone Financial Management 547,368$15,069,0346.89%
S. R. Schill & Associates 456,999$12,581,1786.11%
RFP Financial Group LLC 438,574$12,073,8865.31%
View complete list of SPDR SER TR shareholders