SteelPeak Wealth, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 459 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
SteelPeak Wealth, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2021$290,000
-54.3%
9,364
-53.9%
0.02%
-61.9%
Q3 2021$634,000
-8.8%
20,303
-8.6%
0.04%
-14.3%
Q2 2021$695,000
-23.8%
22,205
-23.7%
0.05%
-31.9%
Q1 2021$912,000
-4.3%
29,121
-4.0%
0.07%
-17.2%
Q4 2020$953,000
-11.3%
30,342
-11.5%
0.09%
-24.3%
Q3 2020$1,075,000
+18.9%
34,268
+18.9%
0.12%
+0.9%
Q2 2020$904,00028,8310.11%
Other shareholders
SPDR SER TR shareholders Q2 2021
NameSharesValueWeighting ↓
Walker Financial Services, Inc. 683,647$20,256,47120.88%
Advocacy Wealth Management Services, LLC 3,227,590$95,633,49911.61%
Coulter & Justus Financial Services, LLC 591,131$17,515,20911.42%
Astor Investment Management LLC 1,118,834$33,15110.71%
Flagstone Financial Management 629,779$18,660,3589.31%
PECAUT & CO. 625,440$18,531,7728.44%
CAPITAL WEALTH MANAGEMENT, LLC 482,555$14,298,1048.21%
TPG Financial Advisors, LLC 485,265$14,378,3927.86%
RED CEDAR INVESTMENT MANAGEMENT, LLC 1,479,614$43,840,9636.78%
Coury Firm Asset Management LLC 151,582$4,691,2596.59%
View complete list of SPDR SER TR shareholders