Foster Victor Wealth Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 324 filers reported holding SPDR SER TR in Q3 2020. 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 Q3 2020
NameSharesValueWeighting ↓
INTEGRATED CAPITAL MANAGEMENT, INC. 312,958$9,842,5148.70%
Astoria Portfolio Advisors LLC. 562,521$17,528,1648.46%
ERTS Wealth Advisors, LLC 1,106,393$34,796,0708.38%
Buckingham Capital Management, Inc. 1,736,209$54,603,7748.32%
Flagstone Financial Management 577,959$18,176,8188.31%
Burt Wealth Advisors 699,832$22,009,7166.76%
Cherry Tree Wealth Management, LLC 710,795$22,354,5146.55%
FIDELITY D & D BANCORP INC 172,353$5,420,5025.57%
Hofer & Associates. Inc 164,719$5,180,4025.31%
Leicht Financial Planning & Wealth Management, Inc. 270,111$8,495,0075.24%
View complete list of SPDR SER TR shareholders