TrinityPoint Wealth, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 446 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
TrinityPoint Wealth, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2022$1,287,000
-59.9%
43,275
-59.4%
0.28%
-51.1%
Q1 2022$3,210,000
-6.0%
106,529
-3.4%
0.58%
-4.1%
Q4 2021$3,415,000
-6.8%
110,277
-6.0%
0.61%
-13.6%
Q3 2021$3,666,000
+10.3%
117,299
+10.5%
0.70%
+3.2%
Q2 2021$3,323,000
+0.8%
106,157
+0.9%
0.68%
-11.5%
Q1 2021$3,295,000
+1.6%
105,241
+1.9%
0.77%
-1.5%
Q4 2020$3,243,000
+4.9%
103,316
+4.9%
0.78%
-9.3%
Q3 2020$3,091,000
+16.5%
98,536
+16.4%
0.86%
+2.3%
Q2 2020$2,654,000
+53.4%
84,673
+48.0%
0.84%
+22.6%
Q1 2020$1,730,000
-3.4%
57,194
-1.4%
0.68%
+13.4%
Q4 2019$1,790,000
+4.4%
58,033
+4.3%
0.60%
+1.2%
Q3 2019$1,714,000
+3.0%
55,659
+2.9%
0.60%
-25.2%
Q2 2019$1,664,000
+2.7%
54,106
+1.9%
0.80%
+0.1%
Q1 2019$1,621,000
+36.4%
53,076
+34.6%
0.80%
+9.2%
Q4 2018$1,188,00039,4180.73%
Other shareholders
SPDR SER TR shareholders Q1 2021
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