Integrated Wealth Concepts LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTS and the CUSIP is 78468R101. A total of 323 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$2,748,213
+398.2%
95,690
+399.4%
0.05%
+433.3%
Q2 2023$551,610
+106388.4%
19,160
+8.0%
0.01%
-18.2%
Q1 2023$518
+14.6%
17,737
+13.3%
0.01%
-8.3%
Q4 2022$452
-99.8%
15,649
+56.7%
0.01%
+33.3%
Q3 2022$289,000
+32.0%
9,986
+34.5%
0.01%
+28.6%
Q2 2022$219,000
-77.7%
7,423
-77.6%
0.01%
-76.7%
Q1 2022$981,000
+263.3%
33,097
+273.1%
0.03%
+275.0%
Q4 2021$270,000
-4.6%
8,872
-4.1%
0.01%
-11.1%
Q3 2021$283,0009,2480.01%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
First Trust Bank, Ltd. 431,260$12,385,78766.15%
Tilson Financial Group, Inc. 499,264$14,33911.27%
Better Money Decisions, LLC 438,529$12,594,54511.09%
DESTINY CAPITAL SECURITIES CORPORATION 376,026$10,799,4538.76%
Tri-Star Advisors Inc. 17,924$514,7878.72%
Meridian Financial Partners LLC 238,109$6,8226.98%
Treasure Coast Financial Planning 336,270$9,657,6746.70%
GM Advisory Group, LLC 2,740,122$78,696,2936.43%
First Affirmative Financial Network 221,914$6,373,3696.24%
Municipal Employees' Retirement System of Michigan 13,165,238$378,1065.26%
View complete list of SPDR SER TR shareholders