Integrated Wealth Concepts LLC - SPDR SER TR ownership

SPDR SER TR's ticker is MMTM and the CUSIP is 78468R705. A total of 29 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2021$283,000
+2.9%
1,397
-7.0%
0.01%
-11.1%
Q3 2021$275,000
-37.2%
1,502
-37.7%
0.01%
-43.8%
Q2 2021$438,000
-64.2%
2,412
-67.3%
0.02%
-68.0%
Q1 2021$1,225,000
+41.5%
7,366
+37.9%
0.05%
+22.0%
Q4 2020$866,0005,3420.04%
Other shareholders
SPDR SER TR shareholders Q2 2021
NameSharesValueWeighting ↓
Professional Financial Advisors, LLC 24,505$4,391,3241.99%
MAGNOLIA CAPITAL ADVISORS LLC 17,494$3,063,2561.47%
Baltimore-Washington Financial Advisors, Inc. 36,257$6,497,2610.53%
Cutler Group LLC / CA 22,886$4,1010.42%
Prosperity Wealth Management, Inc. 2,963$530,9730.34%
Southland Equity Partners LLC 2,508$449,4360.16%
Western Wealth Management, LLC 9,837$1,762,8020.15%
Mezzasalma Advisors, LLC 1,212$217,1920.13%
SILVER OAK SECURITIES, Inc 2,818$504,9290.11%
VitalStone Financial, LLC 472$890.08%
View complete list of SPDR SER TR shareholders