Disciplined Investments, 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
Disciplined Investments, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$29
-3.3%
10.0%0.00%
Q1 2023$30
+3.4%
10.0%0.00%
Q4 2022$291
-80.0%
0.00%
Q3 2022$050.0%0.00%
Q2 2022$05
-58.3%
0.00%
Q1 2022$012
+100.0%
0.00%
Q4 2021$060.0%0.00%
Q3 2021$060.0%0.00%
Q2 2021$060.0%0.00%
Q1 2021$06
-14.3%
0.00%
Q4 2020$070.0%0.00%
Q3 2020$07
+250.0%
0.00%
Q2 2020$02
-50.0%
0.00%
Q1 2020$040.0%0.00%
Q4 2019$040.00%
Other shareholders
SPDR SER TR shareholders Q2 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