SteelPeak Wealth, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 434 filers reported holding SPDR SER TR in Q3 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 Q3 2021
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