WJ Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 528 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
Q2 2024$412,302
-21.0%
13,882
-20.8%
0.15%
-27.9%
Q1 2024$521,580
-9.6%
17,520
-9.6%
0.21%
-17.1%
Q4 2023$576,844
-11.1%
19,370
-12.5%
0.25%
-20.3%
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 ↓
Hirtle Callaghan & Co LLC 6,368,526$199,334,00011.65%
IRON Financial LLC 735,567$23,023,00010.77%
Cedar Mountain Advisors, LLC 808,487$25,306,0008.36%
TPG Financial Advisors, LLC 375,441$11,751,0008.25%
Sunflower Bank, N.A. 1,534,345$48,025,0007.38%
Great Point Wealth Advisors, LLC 638,180$19,975,0006.97%
MTC Wealth Management LLC 253,783$7,943,387,0006.84%
Rodgers & Associates, LTD 1,300,058$40,692,0006.54%
Buckingham Capital Management, Inc. 1,279,049$40,034,0006.47%
Baystate Wealth Management LLC 2,074,540$64,933,0006.42%
View complete list of SPDR SER TR shareholders