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 ↓
Sunflower Bank, N.A. 1,517,106$47,545,00018.86%
TPG Financial Advisors, LLC 467,340$14,646,00013.13%
Compass Financial Group, Inc. 417,619$13,088,00010.96%
Goodman Financial Corp 610,321$19,127,0009.56%
Cedar Mountain Advisors, LLC 691,430$21,669,0009.39%
Asset Planning Services, Ltd. 686,130$21,503,0009.29%
IRON Financial LLC 572,119$17,930,0009.24%
Occidental Asset Management, LLC 657,653$20,611,0009.12%
MBM Wealth Consultants, LLC 380,032$11,911,0008.40%
Baystate Wealth Management LLC 2,219,395$69,556,0008.14%
View complete list of SPDR SER TR shareholders