Prestige Wealth Management Group LLC - SPDR SER TR ownership

Quarter-by-quarter ownership
Prestige Wealth Management Group LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$19,669
-4.2%
4200.0%0.01%0.0%
Q2 2023$20,525
+5.3%
4200.0%0.01%0.0%
Q1 2023$19,487
+7.9%
4200.0%0.01%0.0%
Q4 2022$18,052
+6.2%
4200.0%0.01%0.0%
Q3 2022$17,000
-5.6%
4200.0%0.01%0.0%
Q2 2022$18,000
-18.2%
4200.0%0.01%0.0%
Q1 2022$22,0000.0%4200.0%0.01%0.0%
Q4 2021$22,000
+4.8%
4200.0%0.01%0.0%
Q3 2021$21,000
-4.5%
4200.0%0.01%
-16.7%
Q2 2021$22,000
+10.0%
4200.0%0.01%
+20.0%
Q1 2021$20,000
+5.3%
4200.0%0.01%0.0%
Q4 2020$19,000
+18.8%
4200.0%0.01%0.0%
Q3 2020$16,000
+6.7%
4200.0%0.01%0.0%
Q2 2020$15,000
+15.4%
4200.0%0.01%0.0%
Q1 2020$13,000
-18.8%
4200.0%0.01%
-44.4%
Q4 2019$16,0000.0%4200.0%0.01%0.0%
Q3 2019$16,0000.0%4200.0%0.01%
-10.0%
Q2 2019$16,000
+6.7%
4200.0%0.01%
+11.1%
Q1 2019$15,000
+25.0%
4200.0%0.01%0.0%
Q4 2018$12,0004200.01%
Other shareholders
SPDR SER TR shareholders Q4 2023
NameSharesValueWeighting ↓
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 7,415$272,0000.14%
3D ASSET MANAGEMENT, INC 10,330$378,0000.10%
Brinker Capital Investments, LLC 35,000$1,282,0000.05%
Lido Advisors, LLC 14,899$546,0000.02%
COMMONWEALTH EQUITY SERVICES, LLC 42,076$1,540,0000.01%
Prestige Wealth Management Group LLC 420$15,0000.01%
IFP Advisors, Inc 710$26,0000.00%
HighTower Advisors, LLC 7,201$263,0000.00%
Orion Portfolio Solutions, LLC 128$5,0000.00%
ROYAL BANK OF CANADA 25,975$951,0000.00%
View complete list of SPDR SER TR shareholders