Baldrige Asset Management LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYX and the CUSIP is 78468R796. A total of 176 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Baldrige Asset Management LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2023$5
+25.0%
138
+200.0%
0.00%0.0%
Q4 2022$4
-99.9%
460.0%0.00%0.0%
Q3 2022$4,000
-33.3%
46
-24.6%
0.00%
-33.3%
Q2 2022$6,000
-14.3%
610.0%0.00%0.0%
Q1 2022$7,0000.0%610.0%0.00%0.0%
Q4 2021$7,0000.0%61
-1.6%
0.00%0.0%
Q3 2021$7,0000.0%620.0%0.00%0.0%
Q2 2021$7,000620.00%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
Windmill Hill Asset Management Ltd 629,412$54,853,00032.01%
Choate Investment Advisors 941,857$82,083,0005.41%
RETIREMENT INCOME SOLUTIONS, INC 100,387$8,874,0003.18%
Sensible Financial Planning & Management, LLC. 127,561$11,117,0002.86%
Fortis Capital Management LLC 20,433$1,781,0001.52%
Stonehearth Capital Management, LLC 27,321$2,381,0001.46%
GOULD ASSET MANAGEMENT LLC /CA/ 47,325$4,124,0001.40%
Portfolio Strategies, Inc. 58,077$5,053,0001.30%
Investment Research & Advisory Group, Inc. 4,374$1,562,0001.17%
Gemmer Asset Management LLC 51,524$4,490,0000.75%
View complete list of SPDR SER TR shareholders