VisionPoint Advisory Group, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 153 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
VisionPoint Advisory Group, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$19,154
-0.7%
8880.0%0.01%0.0%
Q1 2024$19,287
-1.6%
8880.0%0.01%0.0%
Q4 2023$19,598
+0.7%
8880.0%0.01%
-12.5%
Q2 2023$19,456
-93.8%
888
-93.5%
0.01%
-94.5%
Q1 2022$316,000
-10.0%
13,655
-3.7%
0.15%
-5.2%
Q4 2021$351,000
-9.1%
14,181
-5.8%
0.15%
-10.5%
Q3 2021$386,00015,0600.17%
Other shareholders
SPDR SER TR shareholders Q2 2022
NameSharesValueWeighting ↓
Leicht Financial Planning & Wealth Management, Inc. 670,996$14,701,5238.88%
Financial Engines Advisors L.L.C. 150,211,438$3,291,132,6048.34%
Tri-Star Advisors Inc. 20,809$455,9256.89%
FINANCIAL LIFE ADVISORS 605,215$13,260,2615.53%
Comprehensive Wealth Management, LLC 283,238$6,205,7455.38%
Scissortail Wealth Management, LLC 271,188$5,955,2814.88%
RETIREMENT CAPITAL STRATEGIES 470,257$10,303,3294.74%
Redwood Financial Network Corp 185,943$4,074,0163.82%
CGN Advisors LLC 1,103,486$24,177,3723.47%
Chesapeake Wealth Management 300,975$6,594,3612.60%
View complete list of SPDR SER TR shareholders