CreativeOne Wealth, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPBO and the CUSIP is 78464A144. A total of 130 filers reported holding SPDR SER TR in Q2 2024. The put-call ratio across all filers is 4.80 and the average weighting 0.3%.

Quarter-by-quarter ownership
CreativeOne Wealth, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$2,315
-30.5%
80,661
-29.5%
0.12%
-12.0%
Q1 2024$3,331
+178.7%
114,423
+181.5%
0.13%
+72.7%
Q4 2023$1,195
+19.7%
40,641
+12.2%
0.08%
+6.9%
Q3 2023$998
-81.5%
36,213
-80.7%
0.07%
-46.7%
Q2 2023$5,405
+62.9%
187,174
+65.1%
0.14%
-17.7%
Q1 2023$3,317
-98.7%
113,391
+1181.0%
0.16%
+993.3%
Q3 2022$246,000
-8.9%
8,852
-3.2%
0.02%0.0%
Q2 2022$270,000
-51.0%
9,140
-46.9%
0.02%
-48.3%
Q1 2022$551,000
-34.4%
17,229
-28.6%
0.03%
-29.3%
Q4 2021$840,000
-11.2%
24,131
-10.4%
0.04%
-26.8%
Q3 2021$946,000
-14.5%
26,935
-13.9%
0.06%
-17.6%
Q2 2021$1,107,000
+27.1%
31,286
+23.6%
0.07%
+3.0%
Q1 2021$871,000
+25.3%
25,307
+31.8%
0.07%
+13.8%
Q4 2020$695,000
+98.6%
19,199
+94.2%
0.06%
+18.4%
Q3 2020$350,000
+65.9%
9,885
+65.2%
0.05%
+48.5%
Q2 2020$211,0005,9830.03%
Other shareholders
SPDR SER TR shareholders Q2 2024
NameSharesValueWeighting ↓
MFA WEALTH ADVISORS, LLC 32,143$1,031,0000.70%
FAS Wealth Partners, Inc. 42,177$1,360,0000.36%
FormulaFolio Investments, LLC 84,910$2,738,0000.18%
Cypress Wealth Services, LLC 9,171$296,0000.12%
Front Row Advisors LLC 2,335$75,0000.06%
JANE STREET GROUP, LLC 79,278$2,557,0000.01%
Acorn Wealth Advisors, LLC 220$7,0000.01%
Advisor Group, Inc. 3,000$97,0000.00%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 61,576$1,986,0000.00%
American Portfolios Advisors 1$240.00%
View complete list of SPDR SER TR shareholders