Golden State Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 353 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

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 Q4 2020
NameSharesValueWeighting ↓
INTEGRATED CAPITAL MANAGEMENT, INC. 659,457$24,519,00019.80%
SevenOneSeven Capital Management 49,346$1,835,00015.70%
Adams Wealth Management 386,128$14,356,0009.02%
ERTS Wealth Advisors, LLC 627,210$23,320,0007.57%
Occidental Asset Management, LLC 539,701$20,066,0006.65%
TRUEFG, LLC 298,077$11,083,0006.64%
Copperleaf Capital, LLC 192,335$7,151,0006.11%
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 1,138,472$42,329,0006.01%
HNP Capital LLC 492,742$18,320,0006.00%
CLIENT 1ST ADVISORY GROUP, LLC 243,881$9,024,0005.86%
View complete list of SPDR SER TR shareholders