Wealth Advisory Solutions, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 403 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Wealth Advisory Solutions, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$3,574,774
-1.6%
111,329
-0.5%
0.95%
-1.6%
Q1 2023$3,634,136
+6.0%
111,854
+3.9%
0.97%
+5.0%
Q4 2022$3,427,104
+0.5%
107,669
-1.1%
0.92%
-2.4%
Q3 2022$3,411,000
+348.8%
108,916
+387.1%
0.94%
+265.5%
Q1 2020$760,000
-41.6%
22,359
-39.4%
0.26%
-24.8%
Q4 2019$1,302,00036,8780.34%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 1,723,588$58,981,0009.17%
MISSION WEALTH MANAGEMENT, LP 1,312,731$44,921,0007.69%
Wealth Alliance Advisory Group, LLC 184,550$6,315,0005.67%
Eagle Ridge Investment Management 505,173$17,287,0002.67%
Jackson Wealth Management, LLC 265,506$9,064,0002.30%
Charles Schwab Investment Advisory, Inc. 18,688,939$639,535,0002.30%
Wellesley Investment Partners, LLC 352,084$12,048,0002.28%
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 5,783,330$197,906,0002.26%
Braun-Bostich & Associates Inc. 74,822$2,560,0002.17%
Probity Advisors, Inc. 168,609$5,769,0002.02%
View complete list of SPDR SER TR shareholders