Stonebridge Financial Planning Group, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 347 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Stonebridge Financial Planning Group, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2021$5,000
-16.7%
1500.0%0.00%
-25.0%
Q4 2020$6,0000.0%1500.0%0.00%0.0%
Q3 2020$6,000
+20.0%
1500.0%0.00%0.0%
Q2 2020$5,0000.0%1500.0%0.00%
-20.0%
Q1 2020$5,0000.0%1500.0%0.01%0.0%
Q4 2019$5,0001500.01%
Other shareholders
SPDR SER TR shareholders Q2 2021
NameSharesValueWeighting ↓
Marion Wealth Management 591,755$19,309,00010.12%
INTEGRATED CAPITAL MANAGEMENT, INC. 320,861$10,469,0009.60%
Occidental Asset Management, LLC 738,691$24,104,0007.15%
INTEGRAL INVESTMENT ADVISORS, INC. 248,446$8,107,0006.89%
1620 INVESTMENT ADVISORS, INC. 125,610$4,099,0005.65%
TRUEFG, LLC 321,546$10,492,0005.36%
Hofer & Associates. Inc 155,072$5,060,0005.27%
Adams Wealth Management 419,881$13,701,0005.19%
OLD SECOND NATIONAL BANK OF AURORA 521,494$17,017,0004.75%
Leicht Financial Planning & Wealth Management, Inc. 210,382$6,865,0004.65%
View complete list of SPDR SER TR shareholders