Golden State Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 403 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Golden State Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2020$77,000
-71.1%
2,105
-71.0%
0.03%
-61.8%
Q2 2020$266,000
+250.0%
7,268
+227.2%
0.07%
+100.0%
Q1 2020$76,000
-3.8%
2,221
-0.6%
0.03%
+30.8%
Q3 2019$79,000
+8.2%
2,235
+6.4%
0.03%
+13.0%
Q2 2019$73,000
+204.2%
2,100
+199.1%
0.02%
+187.5%
Q1 2019$24,0007020.01%
Other shareholders
SPDR SER TR shareholders Q3 2023
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