Integrated Wealth Concepts LLC - SPDR SER TR ownership

SPDR SER TR's ticker is ONEY and the CUSIP is 78468R770. A total of 86 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$2,262,442
-0.4%
24,748
+3.8%
0.04%
+2.6%
Q2 2023$2,271,337
+108994.0%
23,836
+8.0%
0.04%
-9.3%
Q1 2023$2,082
+19.8%
22,078
+19.0%
0.04%
-8.5%
Q4 2022$1,73818,5490.05%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Alaska Permanent Fund Corp 5,617,235$523,313,00010.36%
Systelligence, LLC 114,057$10,626,0002.82%
RDA Financial Network 29,493$2,748,0001.21%
IHT Wealth Management, LLC 53,301$4,966,0000.40%
Atlas Private Wealth Advisors 7,409$690,0000.36%
XML Financial, LLC 24,841$2,314,0000.31%
IVC Wealth Advisors LLC 3,125$291,0000.20%
Insight Advisors, LLC/ PA 4,374$428,0000.13%
Larson Financial Group LLC 5,982$557,0000.11%
Wambolt & Associates, LLC 2,937$276,0000.11%
View complete list of SPDR SER TR shareholders