Valtinson Bruner Financial Planning LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 147 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Valtinson Bruner Financial Planning LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$230,100
-4.6%
6,561
+0.9%
0.13%
-3.1%
Q2 2023$241,210
-39.7%
6,505
-38.2%
0.13%
-43.0%
Q1 2023$399,945
-6.3%
10,525
+0.2%
0.23%
-7.7%
Q4 2022$426,982
+36.4%
10,499
+19.0%
0.25%
+28.0%
Q3 2022$313,000
+41.6%
8,820
+59.6%
0.19%
+43.0%
Q2 2022$221,000
-20.5%
5,526
-11.5%
0.14%
-15.1%
Q1 2022$278,000
+6.5%
6,246
-6.4%
0.16%
-15.0%
Q4 2019$261,000
-4.4%
6,670
-8.7%
0.19%
-15.8%
Q3 2019$273,000
-77.9%
7,307
-77.5%
0.22%
-78.7%
Q2 2019$1,233,000
-1.1%
32,426
-1.6%
1.04%
-4.2%
Q1 2019$1,247,000
+11.2%
32,942
+0.1%
1.09%
-7.1%
Q4 2018$1,121,00032,8931.17%
Other shareholders
SPDR SER TR shareholders Q1 2019
NameSharesValueWeighting ↓
MFA WEALTH ADVISORS, LLC 156,843$5,338,0005.34%
Mokosak Advisory Group, LLC 98,534$3,362,0002.61%
WRAPMANAGER INC 136,266$4,643,0001.65%
Financial Planning & Information Services, Inc. 83,742$2,853,0001.41%
DFPG INVESTMENTS, LLC 29,646$1,010,0001.34%
Valtinson Bruner Financial Planning LLC 32,893$1,121,0001.17%
ERn Financial, LLC 29,025$989,0000.89%
Alliance Wealth Management Group 40,315$1,374,0000.82%
Sapphire Star Partners LP 14,769$503,0000.67%
Barber Financial Group, Inc. 88,593$3,018,0000.65%
View complete list of SPDR SER TR shareholders