MBM Wealth Consultants, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 508 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
MBM Wealth Consultants, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2022$2,000
-98.8%
74
-98.6%
0.00%
-98.5%
Q1 2022$164,000
-3.0%
5,4540.0%0.07%
-2.9%
Q4 2021$169,000
-39.9%
5,454
-39.3%
0.07%
-45.3%
Q3 2021$281,000
-14.6%
8,984
-14.5%
0.13%
-16.9%
Q2 2021$329,000
-83.9%
10,512
-83.9%
0.15%
-85.2%
Q1 2021$2,049,000
-72.7%
65,443
-72.6%
1.04%
-74.5%
Q4 2020$7,503,000
-47.1%
238,952
-47.2%
4.08%
-54.9%
Q3 2020$14,192,000
+19.2%
452,408
+19.0%
9.06%
+7.9%
Q2 2020$11,911,000
+11.8%
380,032
+7.9%
8.40%
-4.7%
Q1 2020$10,652,000
+23.4%
352,123
+25.8%
8.82%
+37.8%
Q4 2019$8,633,000
+5.8%
279,926
+5.8%
6.40%
-0.2%
Q3 2019$8,163,000
+22.0%
264,598
+21.7%
6.41%
+15.3%
Q2 2019$6,691,000
-12.9%
217,375
-13.5%
5.56%
-17.4%
Q1 2019$7,679,000
-3.0%
251,358
-4.3%
6.73%
-12.8%
Q4 2018$7,914,000262,5747.72%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Walker Financial Services, Inc. 683,647$20,256,47120.88%
Signify Wealth 505,474$14,850,82613.00%
Advocacy Wealth Management Services, LLC 3,011,250$88,470,53211.69%
Coulter & Justus Financial Services, LLC 569,554$16,733,49811.37%
Astor Investment Management LLC 1,187,624$34,892,39710.67%
Sunflower Bank, N.A. 1,576,560$46,31910.08%
Flagstone Financial Management 536,776$15,770,4839.60%
PECAUT & CO. 616,555$18,114,3868.60%
Litman Gregory Wealth Management LLC 2,074,023$60,934,7938.51%
IRON Financial LLC 497,405$14,613,7608.39%
View complete list of SPDR SER TR shareholders