WJ Wealth Management, 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
WJ Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$648,852
-0.4%
22,1300.0%0.32%
+2.3%
Q2 2023$651,508
+14.9%
22,130
+15.6%
0.31%
-19.8%
Q1 2023$567,123
+20.4%
19,140
+19.4%
0.38%
+40.7%
Q4 2022$470,964
+1.3%
16,0300.0%0.27%
-6.5%
Q3 2022$465,00016,0300.29%
Other shareholders
SPDR SER TR shareholders Q3 2022
NameSharesValueWeighting ↓
Compass Financial Group, Inc. 368,292$11,251,00011.13%
Titan Capital Management, LLC /TX 342,777$10,472,00010.71%
Great Point Wealth Advisors, LLC 400,225$12,226,00010.38%
TPG Financial Advisors, LLC 343,224$10,451,00010.10%
Hirtle Callaghan & Co LLC 4,066,167$124,221,00010.07%
Asset Planning Services, Ltd. 653,722$19,971,0009.44%
Baystate Wealth Management LLC 2,037,831$62,175,0008.23%
Occidental Asset Management, LLC 526,614$16,088,0007.74%
NICOLET ADVISORY SERVICES, LLC 1,454,767$44,443,0007.54%
MBM Wealth Consultants, LLC 251,358$7,679,0006.73%
View complete list of SPDR SER TR shareholders