Integrated Wealth Concepts LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 458 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 3.76 and the average weighting 1.1%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$12,249,875
-15.9%
233,376
-12.7%
0.22%
-13.6%
Q2 2023$14,559,559
+445555.3%
267,442
+312.9%
0.25%
+273.1%
Q1 2023$3,267
+43.9%
64,777
+34.9%
0.07%
+8.1%
Q4 2022$2,270
-99.9%
48,003
-30.1%
0.06%
-36.1%
Q3 2022$3,028,000
+32.5%
68,646
+39.6%
0.10%
+36.6%
Q2 2022$2,286,000
-15.9%
49,187
+0.5%
0.07%
-14.5%
Q1 2022$2,719,000
-7.3%
48,922
-2.5%
0.08%
-4.6%
Q4 2021$2,934,000
-8.6%
50,202
-17.1%
0.09%
-16.3%
Q3 2021$3,210,000
+8.0%
60,580
+7.9%
0.10%
-1.0%
Q2 2021$2,973,000
+22.4%
56,128
+13.7%
0.10%
+5.0%
Q1 2021$2,429,000
+43.1%
49,373
+34.1%
0.10%
+25.0%
Q4 2020$1,697,000
+521.6%
36,825
+451.6%
0.08%
+370.6%
Q3 2020$273,000
+18.2%
6,676
+15.1%
0.02%
-10.5%
Q4 2019$231,0005,8010.02%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
Boston Standard Wealth Management, LLC 1,782,426$53,455,000,00029.05%
AFFINIA FINANCIAL GROUP, LLC 763,892$24,024,00022.29%
Financial Strategies Group, Inc. 681,449$21,432,00019.41%
Shepherd Financial Partners LLC 1,462,404$45,989,00015.92%
Professional Financial Advisors, LLC 209,674$7,443,00013.45%
Wealth Enhancement & Preservation of GA, LLC 444,880$13,990,00013.28%
Lee Financial Group Hawaii, Inc. 367,057$11,544,00013.24%
Rosenberg Matthew Hamilton 418,911$13,175,00013.10%
Annex Advisory Services, LLC 2,428,840$76,387,00010.82%
Barber Financial Group, Inc. 1,080,181$33,972,00010.74%
View complete list of SPDR SER TR shareholders