CreativeOne Wealth, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 446 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
CreativeOne Wealth, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$8,915
-50.4%
304,071
-50.1%
0.64%
+43.1%
Q2 2023$17,979
+139.2%
608,926
+140.0%
0.45%
+20.8%
Q1 2023$7,517
-8.1%
253,668
-8.9%
0.37%
-17.7%
Q4 2022$8,181
-99.9%
278,435
+17.0%
0.45%
+7.9%
Q3 2022$6,951,000
-8.0%
237,900
-6.4%
0.42%
+2.2%
Q2 2022$7,554,000
-9.2%
254,091
-8.0%
0.41%
-5.1%
Q1 2022$8,323,000
+7.5%
276,236
+10.5%
0.43%
+12.8%
Q4 2021$7,745,000
-0.4%
250,064
+0.5%
0.38%
-16.4%
Q3 2021$7,773,000
+36.2%
248,749
+36.5%
0.46%
+29.8%
Q2 2021$5,705,000
+69.9%
182,264
+70.0%
0.35%
+38.6%
Q1 2021$3,358,000
+15.0%
107,234
+15.3%
0.25%
+5.0%
Q4 2020$2,920,000
+34.4%
92,997
+34.4%
0.24%
-19.9%
Q3 2020$2,172,000
+73.6%
69,217
+73.5%
0.30%
+55.7%
Q2 2020$1,251,000
+29.8%
39,905
+25.2%
0.19%
+5.4%
Q1 2020$964,000
+374.9%
31,872
+384.5%
0.18%
+441.2%
Q4 2019$203,0006,5790.03%
Other shareholders
SPDR SER TR shareholders Q1 2021
NameSharesValueWeighting ↓
Sunflower Bank, N.A. 1,517,106$47,545,00018.86%
TPG Financial Advisors, LLC 467,340$14,646,00013.13%
Compass Financial Group, Inc. 417,619$13,088,00010.96%
Goodman Financial Corp 610,321$19,127,0009.56%
Cedar Mountain Advisors, LLC 691,430$21,669,0009.39%
Asset Planning Services, Ltd. 686,130$21,503,0009.29%
IRON Financial LLC 572,119$17,930,0009.24%
Occidental Asset Management, LLC 657,653$20,611,0009.12%
MBM Wealth Consultants, LLC 380,032$11,911,0008.40%
Baystate Wealth Management LLC 2,219,395$69,556,0008.14%
View complete list of SPDR SER TR shareholders