Valtinson Bruner Financial Planning LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 353 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Valtinson Bruner Financial Planning LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2022$702,171
-74.7%
21,460
-75.8%
0.41%
-76.3%
Q3 2022$2,776,000
-4.9%
88,649
-0.9%
1.71%
-3.7%
Q2 2022$2,920,000
-4.9%
89,480
-2.4%
1.78%
+1.2%
Q1 2022$3,070,000
+1.6%
91,695
+9.7%
1.76%
+6.2%
Q4 2021$3,022,000
-2.3%
83,599
-1.9%
1.66%
-2.5%
Q3 2021$3,092,000
+0.5%
85,222
+2.2%
1.70%
-3.5%
Q2 2021$3,077,000
+6.7%
83,406
+5.4%
1.76%
+3.5%
Q1 2021$2,885,000
-5.3%
79,114
-3.8%
1.70%
-11.0%
Q4 2020$3,045,00082,2701.91%
Other shareholders
SPDR SER TR shareholders Q4 2020
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