Lake Point Wealth Management - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 325 filers reported holding SPDR SER TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Lake Point Wealth Management ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2022$2,0000.0%660.0%0.00%0.0%
Q1 2022$2,0000.0%660.0%0.00%0.0%
Q4 2021$2,0000.0%660.0%0.00%0.0%
Q3 2021$2,0000.0%660.0%0.00%0.0%
Q2 2021$2,0000.0%660.0%0.00%
-50.0%
Q1 2020$2,0000.0%660.0%0.00%
+100.0%
Q4 2019$2,000
-66.7%
66
-66.7%
0.00%
-50.0%
Q2 2019$6,0000.0%1980.0%0.00%0.0%
Q1 2019$6,000
-98.7%
198
-98.7%
0.00%
-98.9%
Q4 2018$477,00015,8380.18%
Other shareholders
SPDR SER TR shareholders Q2 2019
NameSharesValueWeighting ↓
Compass Financial Group, Inc. 368,292$11,251,00011.13%
Titan Capital Management, LLC /TX 342,777$10,472,00010.71%
Great Point Wealth Advisors, LLC 400,225$12,226,00010.38%
TPG Financial Advisors, LLC 343,224$10,451,00010.10%
Hirtle Callaghan & Co LLC 4,066,167$124,221,00010.07%
Asset Planning Services, Ltd. 653,722$19,971,0009.44%
Baystate Wealth Management LLC 2,037,831$62,175,0008.23%
Occidental Asset Management, LLC 526,614$16,088,0007.74%
NICOLET ADVISORY SERVICES, LLC 1,454,767$44,443,0007.54%
MBM Wealth Consultants, LLC 251,358$7,679,0006.73%
View complete list of SPDR SER TR shareholders