Advisor OS, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 403 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Advisor OS, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2021$1,431,000
+2.6%
39,594
+3.6%
0.29%
-3.6%
Q3 2021$1,395,000
+1.3%
38,206
+1.8%
0.30%
+5.9%
Q2 2021$1,377,000
+24.1%
37,532
+22.5%
0.29%
+13.5%
Q1 2021$1,110,000
+7.5%
30,634
+8.3%
0.25%
-59.1%
Q2 2020$1,033,00028,2800.62%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
INTEGRATED CAPITAL MANAGEMENT, INC. 325,829$11,899,0009.73%
Amtrust Financial Services, Inc. 270,400$9,875,0009.60%
Adams Wealth Management 505,842$18,473,0006.98%
Focused Wealth Management, Inc 1,112,910$40,643,0006.63%
DeGreen Capital Management LLC 523,267$19,110,0006.34%
Occidental Asset Management, LLC 572,789$20,918,0005.42%
TRUEFG, LLC 296,229$10,753,0004.88%
Leicht Financial Planning & Wealth Management, Inc. 210,066$7,726,0004.64%
ERTS Wealth Advisors, LLC 185,623$15,214,0003.99%
Allianz Investment Management U.S. LLC 1,625,340$59,374,0003.98%
View complete list of SPDR SER TR shareholders