Concord Wealth Partners - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 379 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$329
-0.9%
100.0%0.00%
Q2 2023$332
-0.3%
100.0%0.00%
Q1 2023$333
+2.5%
100.0%0.00%
Q4 2022$325100.0%0.00%
Q2 2022$0100.0%0.00%
Q1 2022$0100.0%0.00%
Q4 2021$0100.00%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
INTEGRATED CAPITAL MANAGEMENT, INC. 295,416$9,488,7558.64%
ERTS Wealth Advisors, LLC 1,047,573$34,035,6348.25%
Flagstone Financial Management 414,271$13,459,6536.72%
Buckingham Capital Management, Inc. 1,280,131$41,591,4566.65%
Burt Wealth Advisors 637,234$20,703,7336.43%
Leicht Financial Planning & Wealth Management, Inc. 314,342$10,212,9696.29%
Astoria Portfolio Advisors LLC. 454,116$14,808,7096.26%
Allianz Investment Management U.S. LLC 3,437,122$111,637,7236.18%
INTEGRAL INVESTMENT ADVISORS, INC. 252,891$8,216,4365.88%
Hofer & Associates. Inc 156,464$4,980,2574.98%
View complete list of SPDR SER TR shareholders