IAG Wealth Partners, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 77 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
IAG Wealth Partners, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,919,447
-7.7%
19,408
-3.6%
0.54%
-2.6%
Q2 2023$2,078,721
-7.4%
20,125
-5.8%
0.55%
-11.9%
Q1 2023$2,245,718
-5.7%
21,362
-3.4%
0.62%
-11.1%
Q4 2022$2,380,805
+6.9%
22,116
-2.0%
0.70%
-5.3%
Q3 2022$2,227,000
-8.0%
22,556
-2.8%
0.74%
-6.6%
Q2 2022$2,420,000
-12.9%
23,200
-4.6%
0.79%
-9.4%
Q1 2022$2,777,000
-8.0%
24,324
-3.7%
0.87%
-9.6%
Q4 2021$3,017,000
-21.8%
25,251
-26.6%
0.97%
-29.6%
Q3 2021$3,859,000
+1.3%
34,394
+1.6%
1.37%
+0.4%
Q2 2021$3,811,000
-3.4%
33,847
-4.4%
1.37%
-9.1%
Q1 2021$3,947,000
+12.8%
35,418
-3.1%
1.50%
+5.3%
Q4 2020$3,499,000
+26.3%
36,559
+0.0%
1.43%
+11.8%
Q3 2020$2,770,000
+7.1%
36,556
+7.9%
1.28%
+2.0%
Q2 2020$2,586,000
+52.4%
33,876
+32.0%
1.25%
+10.7%
Q1 2020$1,697,000
+49.3%
25,663
+126.1%
1.13%
+52.4%
Q4 2019$1,137,00011,3520.74%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
Clear Creek Financial Management, LLC 44,618$4,366,0002.12%
PACIFIC SUN FINANCIAL CORP 9,207$875,0000.83%
AdvisorNet Financial, Inc 46,863$4,455,0000.41%
MONECO Advisors, LLC 5,140$489,0000.38%
REILLY FINANCIAL ADVISORS, LLC 22,741$2,162,0000.27%
PERSONAL CFO SOLUTIONS, LLC 6,233$593,0000.24%
Kovack Advisors, Inc. 9,169$872,0000.18%
PACIFIC FINANCIAL GROUP INC 16,711$1,554,0000.17%
Capital Analysts, LLC 15,386$1,462,0000.16%
FLAGSHIP HARBOR ADVISORS, LLC 6,935$659,0000.13%
View complete list of SPDR SER TR shareholders