Dynamic Wealth Strategies, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 510 filers reported holding SPDR SER TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Dynamic Wealth Strategies, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$4,760
-13.7%
160,271
-13.5%
4.09%
-13.2%
Q1 2024$5,515
-99.9%
185,246
-17.1%
4.71%
-23.1%
Q4 2023$6,656,277223,5156.13%
Other shareholders
SPDR SER TR shareholders Q2 2024
NameSharesValueWeighting ↓
Walker Financial Services, Inc. 731,097$21,523,49821.26%
Advocacy Wealth Management Services, LLC 3,390,541$99,817,53411.40%
Astor Investment Management LLC 1,065,430$31,366,00010.64%
Coulter & Justus Financial Services, LLC 480,964$14,159,5849.61%
Flagstone Financial Management 648,529$19,092,6848.97%
Litman Gregory Wealth Management LLC 2,188,641$64,433,5848.04%
CAPITAL WEALTH MANAGEMENT, LLC 496,987$14,631,2977.96%
Coury Firm Asset Management LLC 158,328$4,661,1766.72%
Concord Wealth Partners 975,993$28,733,2226.19%
RED CEDAR INVESTMENT MANAGEMENT, LLC 1,355,624$39,909,5716.07%
View complete list of SPDR SER TR shareholders