TRUEFG, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 19 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
TRUEFG, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$6,464,591
+1.4%
220,484
+1.8%
2.80%
+2.1%
Q2 2023$6,373,907
+4.3%
216,505
+5.0%
2.74%
-0.7%
Q1 2023$6,109,262
+5.9%
206,185
+5.0%
2.76%
+0.3%
Q4 2022$5,770,526
-6.5%
196,410
-7.0%
2.75%
-16.0%
Q3 2022$6,174,000
-9.2%
211,300
-7.6%
3.27%
-5.8%
Q2 2022$6,798,000
-0.5%
228,644
+0.8%
3.47%
+12.0%
Q1 2022$6,832,000
+0.5%
226,764
+3.3%
3.10%
+3.4%
Q4 2021$6,800,000
+1.0%
219,578
+1.5%
3.00%
-1.7%
Q3 2021$6,731,000
+16.3%
216,354
+17.0%
3.05%
+3.7%
Q2 2021$5,786,000
+5.0%
184,858
+5.0%
2.94%
-2.0%
Q1 2021$5,512,000
+15.6%
176,057
+15.9%
3.00%
+5.0%
Q4 2020$4,769,000
+9.8%
151,892
+9.7%
2.86%
-5.4%
Q3 2020$4,343,000
+9.9%
138,456
+9.8%
3.02%
+1.2%
Q2 2020$3,952,000
+14.5%
126,088
+10.5%
2.98%
-4.4%
Q1 2020$3,452,000
-8.2%
114,113
-6.5%
3.12%
+9.4%
Q4 2019$3,762,000121,9962.85%
Other shareholders
SPDR SER TR shareholders Q4 2023
NameSharesValueWeighting ↓
Sunflower Bank, N.A. 1,517,106$47,545,00018.86%
TPG Financial Advisors, LLC 467,340$14,646,00013.13%
Compass Financial Group, Inc. 417,619$13,088,00010.96%
Goodman Financial Corp 610,321$19,127,0009.56%
Cedar Mountain Advisors, LLC 691,430$21,669,0009.39%
Asset Planning Services, Ltd. 686,130$21,503,0009.29%
IRON Financial LLC 572,119$17,930,0009.24%
Occidental Asset Management, LLC 657,653$20,611,0009.12%
MBM Wealth Consultants, LLC 380,032$11,911,0008.40%
Baystate Wealth Management LLC 2,219,395$69,556,0008.14%
View complete list of SPDR SER TR shareholders