SlateStone Wealth, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 304 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
SlateStone Wealth, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$254
-1.9%
8,0640.0%0.04%
-24.5%
Q2 2023$259
-2.3%
8,064
-1.2%
0.05%
-10.9%
Q1 2023$265
-99.9%
8,1640.0%0.06%
-12.7%
Q4 2022$259,860
+1.5%
8,1640.0%0.06%
-7.4%
Q3 2022$256,000
-3.8%
8,1640.0%0.07%0.0%
Q2 2022$266,000
-4.7%
8,1640.0%0.07%
+9.7%
Q1 2022$279,000
-5.4%
8,1640.0%0.06%
-1.6%
Q4 2021$295,000
-1.0%
8,1640.0%0.06%
-7.4%
Q3 2021$298,000
-0.7%
8,1640.0%0.07%
-1.4%
Q2 2021$300,000
+1.4%
8,1640.0%0.07%
-5.5%
Q1 2021$296,000
-10.0%
8,164
-7.8%
0.07%
-11.0%
Q4 2020$329,000
-3.8%
8,855
-4.8%
0.08%
+10.8%
Q3 2020$342,000
-45.7%
9,305
-46.1%
0.07%
-47.5%
Q2 2020$630,000
+7.1%
17,255
-0.2%
0.14%
-15.6%
Q1 2020$588,000
-3.4%
17,287
+0.2%
0.17%
+20.1%
Q4 2019$609,0000.0%17,2550.0%0.14%
-21.9%
Q3 2019$609,000
-13.1%
17,255
-14.0%
0.18%
-9.6%
Q2 2019$701,00020,0550.20%
Other shareholders
SPDR SER TR shareholders Q1 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