Founders Financial Alliance, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 160 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Founders Financial Alliance, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$114,436
-1.2%
5,2230.0%0.04%
-22.4%
Q1 2023$115,846
+2.2%
5,2230.0%0.06%
+11.5%
Q4 2022$113,339
+5.9%
5,223
+4.6%
0.05%
-3.7%
Q3 2022$107,0004,9910.05%
Other shareholders
SPDR SER TR shareholders Q1 2023
NameSharesValueWeighting ↓
Capitol Family Office, Inc. 504,340$12,800,0008.78%
Financial Engines Advisors L.L.C. 116,885,017$2,966,542,0007.89%
Modera Wealth Management, LLC 7,048,670$178,896,0006.83%
KWB Wealth 1,607,385$40,795,0006.78%
Leicht Financial Planning & Wealth Management, Inc. 294,865$7,484,0004.27%
Concord Wealth Partners 675,033$17,132,0004.19%
Values First Advisors, Inc. 198,322$5,033,0002.98%
Chesapeake Wealth Management 307,030$7,792,0002.62%
Pinnacle Wealth Management Group, Inc. 121,732$3,090,0002.29%
Good Life Advisors, LLC 672,203$17,061,0002.07%
View complete list of SPDR SER TR shareholders