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 ↓
Hirtle Callaghan & Co LLC 6,368,526$199,334,00011.65%
IRON Financial LLC 735,567$23,023,00010.77%
Cedar Mountain Advisors, LLC 808,487$25,306,0008.36%
TPG Financial Advisors, LLC 375,441$11,751,0008.25%
Sunflower Bank, N.A. 1,534,345$48,025,0007.38%
Great Point Wealth Advisors, LLC 638,180$19,975,0006.97%
MTC Wealth Management LLC 253,783$7,943,387,0006.84%
Rodgers & Associates, LTD 1,300,058$40,692,0006.54%
Buckingham Capital Management, Inc. 1,279,049$40,034,0006.47%
Baystate Wealth Management LLC 2,074,540$64,933,0006.42%
View complete list of SPDR SER TR shareholders