Kingsview Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 150 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Kingsview Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$5,828,447
+11.3%
280,214
+17.3%
0.21%
+2.0%
Q2 2023$5,235,759
+0.0%
238,967
+1.3%
0.20%
-6.8%
Q1 2023$5,233,467
-0.6%
235,954
-2.8%
0.22%
-3.9%
Q4 2022$5,266,325
+3.6%
242,688
+2.4%
0.23%
-5.0%
Q3 2022$5,085,000
-6.2%
237,047
-0.1%
0.24%
-6.9%
Q2 2022$5,422,000
-13.0%
237,277
-3.4%
0.26%0.0%
Q4 2021$6,232,000
-0.8%
245,565
+0.5%
0.26%
-13.1%
Q3 2021$6,282,000
+407.0%
244,259
+408.3%
0.30%
+388.5%
Q2 2021$1,239,000
+15.0%
48,054
+15.6%
0.06%0.0%
Q1 2021$1,077,000
+7.8%
41,583
+10.0%
0.06%
-15.3%
Q4 2020$999,000
+24.4%
37,811
+25.5%
0.07%0.0%
Q3 2020$803,000
+14.9%
30,139
+15.5%
0.07%
+2.9%
Q2 2020$699,000
+3.7%
26,091
+3.3%
0.07%
-23.1%
Q1 2020$674,000
+33.2%
25,254
+30.4%
0.09%
+44.4%
Q4 2019$506,000
+42.5%
19,368
+43.5%
0.06%
+12.5%
Q3 2019$355,000
+15.6%
13,500
+14.9%
0.06%
+7.7%
Q2 2019$307,00011,7490.05%
Other shareholders
SPDR SER TR shareholders Q2 2022
NameSharesValueWeighting ↓
Financial Engines Advisors L.L.C. 126,799,083$2,897,359,0008.83%
KWB Wealth 1,390,929$31,783,0006.12%
Redwood Financial Network Corp 206,083$4,709,0005.14%
Leicht Financial Planning & Wealth Management, Inc. 253,435$5,791,0003.92%
Concord Wealth Partners 601,254$13,739,0003.77%
Chesapeake Wealth Management 294,575$6,731,0002.88%
TOWNSQUARE CAPITAL LLC 4,075,275$93,120,0002.64%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 5,399,160$122,835,0001.71%
Values First Advisors, Inc. 100,493$2,296,0001.63%
KARLINSKI ANDREW C 35,615$814,0001.20%
View complete list of SPDR SER TR shareholders