Western Wealth Management, LLC - SPDR SER TR ownership

Quarter-by-quarter ownership
Western Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$310,801
-2.3%
2,150
+0.4%
0.03%
-3.7%
Q2 2023$318,219
+5.0%
2,142
+0.3%
0.03%
-3.6%
Q1 2023$303,175
+1.4%
2,135
-0.1%
0.03%
-9.7%
Q4 2022$298,920
-44.3%
2,138
-49.8%
0.03%0.0%
Q3 2022$537,000
+4.5%
4,260
+11.1%
0.03%
+3.3%
Q2 2022$514,000
-1.2%
3,836
+14.2%
0.03%
+20.0%
Q1 2022$520,000
+132.1%
3,360
+133.3%
0.02%
+13.6%
Q4 2021$224,000
+7.7%
1,440
+1.9%
0.02%
+4.8%
Q2 2021$208,0001,4130.02%
Other shareholders
SPDR SER TR shareholders Q4 2023
NameSharesValueWeighting ↓
LWS Wealth Advisors, Inc. 59,901$8,019,0003.78%
Roger Wittlin Investment Advisory, LLC 21,729$2,909,0002.87%
Stratos Wealth Advisors, LLC 49,799$6,667,0000.60%
IHT Wealth Management, LLC 25,496$3,413,0000.30%
Prosperity Consulting Group, LLC 2,463$330,0000.29%
Capital Market Strategies LLC 1,559$209,0000.22%
Veracity Capital LLC 2,187$293,0000.16%
Professional Financial Advisors, LLC 1,546$207,0000.12%
WEALTHSOURCE PARTNERS, LLC 5,703$764,0000.06%
Koshinski Asset Management, Inc. 4,166$558,0000.06%
View complete list of SPDR SER TR shareholders