One Charles Private Wealth Services, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 521 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
One Charles Private Wealth Services, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2022$1,375,000
-56.4%
46,281
-55.8%
0.93%
-52.9%
Q1 2022$3,157,000
-3.2%
104,776
-0.5%
1.96%
+6.3%
Q4 2021$3,261,000
+9.2%
105,296
+10.2%
1.85%
+7.3%
Q3 2021$2,987,000
+16.9%
95,571
+17.1%
1.72%
+0.5%
Q2 2021$2,555,000
+294.3%
81,622
+294.3%
1.71%
-42.4%
Q1 2021$648,000
+116.7%
20,700
+117.9%
2.97%
+4.7%
Q4 2020$299,000
-58.7%
9,500
-60.3%
2.84%
+374.7%
Q1 2020$724,000
+12.6%
23,949
+14.9%
0.60%
+41.0%
Q4 2019$643,00020,8400.42%
Other shareholders
SPDR SER TR shareholders Q3 2022
NameSharesValueWeighting ↓
Coulter & Justus Financial Services, LLC 639,835$19,022,00015.30%
Advocacy Wealth Management Services, LLC 2,693,637$80,082,00012.88%
Astor Investment Management LLC 1,324,800$39,386,00010.55%
TPG Financial Advisors, LLC 477,388$14,193,0009.51%
IRON Financial LLC 590,543$17,557,0009.19%
Cedar Mountain Advisors, LLC 860,330$25,578,0008.75%
Marion Wealth Management 554,010$16,471,0008.63%
Sunflower Bank, N.A. 1,430,451$42,527,0008.41%
PECAUT & CO. 493,506$14,672,0008.27%
Rodgers & Associates, LTD 1,395,072$41,475,0007.11%
View complete list of SPDR SER TR shareholders