Golden State Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is QUS and the CUSIP is 78468R812. A total of 127 filers reported holding SPDR SER TR in Q3 2023. 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
Q1 2020$23,000
+76.9%
301
+104.8%
0.01%
+150.0%
Q3 2019$13,000
-94.8%
147
-95.0%
0.00%
-95.0%
Q2 2019$251,000
+5.0%
2,917
+1.4%
0.08%0.0%
Q1 2019$239,0002,8760.08%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Tolleson Wealth Management, Inc. 1,069,126$108,591,00032.73%
Garrett Wealth Advisory Group, LLC 125,196$12,716,0007.10%
Great Point Wealth Advisors, LLC 145,342$14,762,0005.50%
Sage Mountain Advisors LLC 197,126$20,022,0005.32%
SFMG, LLC 444,206$44,976,0005.25%
VALLEY FINANCIAL MANAGEMENT, INC. 85,897$8,724,558,0005.23%
SILVERHAWK ASSET MANAGEMENT, LLC 49,552$5,033,0005.05%
Goodman Advisory Group, LLC 55,187$5,605,0003.06%
Resource Planning Group 30,352$3,083,0002.68%
Stadion Money Management, LLC 249,543$25,346,0002.19%
View complete list of SPDR SER TR shareholders