Disciplined Investments, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 521 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

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 Q3 2022
NameSharesValueWeighting ↓
Walker Financial Services, Inc. 683,647$20,256,47120.88%
Advocacy Wealth Management Services, LLC 3,227,590$95,633,49911.61%
Coulter & Justus Financial Services, LLC 591,131$17,515,20911.42%
Astor Investment Management LLC 1,118,834$33,15110.71%
Flagstone Financial Management 629,779$18,660,3589.31%
PECAUT & CO. 625,440$18,531,7728.44%
CAPITAL WEALTH MANAGEMENT, LLC 482,555$14,298,1048.21%
TPG Financial Advisors, LLC 485,265$14,378,3927.86%
RED CEDAR INVESTMENT MANAGEMENT, LLC 1,479,614$43,840,9636.78%
Coury Firm Asset Management LLC 151,582$4,691,2596.59%
View complete list of SPDR SER TR shareholders