WFA of San Diego, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is PSK and the CUSIP is 78464A292. A total of 7 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
WFA of San Diego, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$101,243
-3.0%
3,1190.0%0.10%
+1.9%
Q2 2023$104,393
+2.0%
3,1190.0%0.10%
+32.1%
Q4 2022$102,366
-8.6%
3,1190.0%0.08%
-18.8%
Q2 2022$112,000
-16.4%
3,1190.0%0.10%
+23.1%
Q4 2021$134,000
+7.2%
3,119
+8.7%
0.08%
-10.3%
Q3 2021$125,0002,8700.09%
Other shareholders
SPDR SER TR shareholders Q4 2023
NameSharesValueWeighting ↓
CNO Financial Group, Inc. 700,000$27,307,00030.50%
PROTECTIVE LIFE CORP 731,500$28,536,00025.72%
PETERSON WEALTH MANAGEMENT 162,766$6,349,0004.26%
Tradewinds Capital Management, LLC 523,201$20,411,0003.31%
Barry Investment Advisors, LLC 298,727$11,653,0003.10%
Long Run Wealth Advisors, LLC 150,656$5,865,0002.05%
Golden Green, Inc. 50,960$1,988,0001.63%
Windsor Capital Management, LLC 114,011$4,447,0001.38%
Shulman DeMeo Asset Management LLC 121,781$4,751,0001.32%
Vickerman Investment Advisors, Inc. 82,311$2,876,0001.28%
View complete list of SPDR SER TR shareholders