Wambolt & Associates, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is ONEY and the CUSIP is 78468R770. A total of 62 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Wambolt & Associates, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$209,447
-2.6%
2,198
-3.4%
0.08%
-1.3%
Q1 2023$214,955
+0.8%
2,2750.0%0.08%
-7.3%
Q4 2022$213,168
+1.0%
2,275
-10.1%
0.08%
-8.9%
Q3 2022$211,000
-8.7%
2,531
-2.4%
0.09%
-3.2%
Q2 2022$231,000
-18.4%
2,592
-6.5%
0.09%
-9.7%
Q1 2022$283,0000.0%2,773
-1.8%
0.10%
+1.0%
Q4 2021$283,000
+2.5%
2,824
-3.8%
0.10%
-8.1%
Q3 2021$276,000
-1.4%
2,9370.0%0.11%
-6.7%
Q2 2021$280,000
+2.9%
2,937
-2.3%
0.12%
-16.2%
Q1 2021$272,000
+19.3%
3,007
-1.0%
0.14%
+4.4%
Q4 2020$228,000
-1.7%
3,037
-0.1%
0.14%
-23.2%
Q4 2019$232,0003,0400.18%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
Horizon Wealth Management, LLC 176,624$15,741,0006.52%
Alaska Permanent Fund Corp 5,107,235$455,157,0006.50%
Systelligence, LLC 149,372$13,312,0003.86%
Aspire Wealth Management Corp 42,504$3,788,0003.49%
IHT Wealth Management, LLC 265,629$23,673,0002.09%
Crumly & Associates Inc. 48,709$4,341,0001.80%
RDA Financial Network 32,377$2,885,0001.46%
Collaborative Wealth Managment Inc. 10,239$912,0000.60%
XML Financial, LLC 26,332$2,347,0000.53%
Arkadios Wealth Advisors 38,350$3,418,0000.51%
View complete list of SPDR SER TR shareholders