Foster Victor Wealth Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 274 filers reported holding SPDR SER TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Foster Victor Wealth Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$3,499,199
-0.8%
112,406
+1.6%
0.41%
+4.1%
Q2 2023$3,527,149
-10.8%
110,673
-8.7%
0.39%
-18.2%
Q1 2023$3,952,723
-0.5%
121,212
-1.5%
0.48%
-5.3%
Q4 2022$3,971,663
+56.3%
123,076
+76.9%
0.51%
-40.0%
Q2 2020$2,541,000
+51.9%
69,568
+47.0%
0.84%
-9.5%
Q3 2019$1,673,000
+633.8%
47,333
+620.3%
0.93%
+457.5%
Q2 2019$228,0006,5710.17%
Other shareholders
SPDR SER TR shareholders Q2 2019
NameSharesValueWeighting ↓
INTEGRATED CAPITAL MANAGEMENT, INC. 617,653$20,407,00019.12%
Great Point Wealth Advisors, LLC 417,669$13,799,00013.05%
PARK AVENUE SECURITIES LLC 1,517,110$50,398,0007.73%
DeGreen Capital Management LLC 424,098$140,122,0007.67%
TPG Financial Advisors, LLC 194,565$6,428,0006.98%
ALLIANZ INVESTMENT MANAGEMENT LLC 2,000,000$66,080,0006.70%
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 1,175,935$38,853,0006.43%
WRAPMANAGER INC 498,613$16,474,0005.84%
Occidental Asset Management, LLC 255,770$8,451,0004.78%
Willow Creek Wealth Management Inc. 222,318$7,345,0003.90%
View complete list of SPDR SER TR shareholders