Founders Financial Alliance, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 171 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 0.5%.

Quarter-by-quarter ownership
Founders Financial Alliance, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2024$1,824
-98.4%
84
-98.4%
0.00%
-97.8%
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 Q3 2023
NameSharesValueWeighting ↓
Leicht Financial Planning & Wealth Management, Inc. 670,996$14,701,5238.88%
Financial Engines Advisors L.L.C. 150,211,438$3,291,132,6048.34%
Tri-Star Advisors Inc. 20,809$455,9256.89%
FINANCIAL LIFE ADVISORS 605,215$13,260,2615.53%
Comprehensive Wealth Management, LLC 283,238$6,205,7455.38%
Scissortail Wealth Management, LLC 271,188$5,955,2814.88%
RETIREMENT CAPITAL STRATEGIES 470,257$10,303,3294.74%
Redwood Financial Network Corp 185,943$4,074,0163.82%
CGN Advisors LLC 1,103,486$24,177,3723.47%
Chesapeake Wealth Management 300,975$6,594,3612.60%
View complete list of SPDR SER TR shareholders