Visionary Wealth Advisors - SPDR SER TR ownership

SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 111 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Visionary Wealth Advisors ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,844,979
-3.3%
88,701
+1.9%
0.15%
-2.6%
Q2 2023$1,907,193
-3.9%
87,047
-2.7%
0.15%
-8.9%
Q1 2023$1,984,977
+100968.1%
89,494
-1.1%
0.17%
-7.2%
Q4 2022$1,964
-99.9%
90,519
+7.1%
0.18%
-3.7%
Q3 2022$1,813,000
-4.3%
84,533
+1.9%
0.19%
+10.6%
Q2 2022$1,895,000
-4.6%
82,940
+0.0%
0.17%
+6.2%
Q1 2022$1,987,000
-4.2%
82,910
+1.5%
0.16%
-5.9%
Q4 2021$2,074,000
-18.6%
81,706
-17.5%
0.17%
-35.1%
Q3 2021$2,547,000
-18.1%
99,046
-17.6%
0.26%
-16.0%
Q2 2021$3,108,000
+23.7%
120,190
+24.1%
0.31%
+18.2%
Q1 2021$2,512,000
+86.6%
96,877
+90.1%
0.26%
+74.8%
Q4 2020$1,346,000
+71.0%
50,955
+72.5%
0.15%
+36.0%
Q3 2020$787,000
-70.7%
29,542
-70.5%
0.11%
-72.9%
Q2 2020$2,685,000
-41.7%
100,242
-41.9%
0.41%
-52.9%
Q1 2020$4,605,000172,5410.87%
Other shareholders
SPDR SER TR shareholders Q4 2020
NameSharesValueWeighting ↓
Financial Engines Advisors L.L.C. 132,914,692$3,184,636,0008.50%
KWB Wealth 1,600,942$40,632,0006.77%
Redwood Financial Network Corp 186,523$4,469,0004.14%
Leicht Financial Planning & Wealth Management, Inc. 257,369$6,167,0003.67%
Concord Wealth Partners 590,711$14,153,0003.66%
Values First Advisors, Inc. 212,024$5,080,0003.21%
Chesapeake Wealth Management 308,500$7,392,0002.68%
TOWNSQUARE CAPITAL LLC 4,120,953$98,740,0002.52%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 4,726,141$112,645,0001.52%
CGN Advisors LLC 241,963$5,797,0001.44%
View complete list of SPDR SER TR shareholders