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 ↓
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