Cresset Asset Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 390 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Cresset Asset Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$882,621
-2.1%
28,064
-0.0%
0.00%
+200.0%
Q2 2023$901,233
+111.7%
28,067
+114.2%
0.00%
-88.9%
Q1 2023$425,745
+2.1%
13,103
-0.0%
0.01%
+80.0%
Q4 2022$417,092
+1.5%
13,1040.0%0.01%0.0%
Q3 2022$411,000
-4.0%
13,104
+0.0%
0.01%0.0%
Q2 2022$428,000
-4.5%
13,1030.0%0.01%0.0%
Q1 2022$448,000
-5.5%
13,1030.0%0.01%0.0%
Q4 2021$474,000
-1.0%
13,1030.0%0.01%
-16.7%
Q3 2021$479,000
-0.4%
13,1030.0%0.01%
-14.3%
Q2 2021$481,000
+1.3%
13,1030.0%0.01%
-12.5%
Q1 2021$475,000
-2.5%
13,1030.0%0.01%0.0%
Q4 2020$487,000
+1.0%
13,1030.0%0.01%
-11.1%
Q3 2020$482,00013,1030.01%
Other shareholders
SPDR SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
INTEGRATED CAPITAL MANAGEMENT, INC. 312,958$9,842,5148.70%
Astoria Portfolio Advisors LLC. 562,521$17,528,1648.46%
ERTS Wealth Advisors, LLC 1,106,393$34,796,0708.38%
Buckingham Capital Management, Inc. 1,736,209$54,603,7748.32%
Flagstone Financial Management 577,959$18,176,8188.31%
Burt Wealth Advisors 699,832$22,009,7166.76%
Cherry Tree Wealth Management, LLC 710,795$22,354,5146.55%
FIDELITY D & D BANCORP INC 172,353$5,420,5025.57%
Hofer & Associates. Inc 164,719$5,180,4025.31%
Leicht Financial Planning & Wealth Management, Inc. 270,111$8,495,0075.24%
View complete list of SPDR SER TR shareholders