Iron Horse Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPBO and the CUSIP is 78464A144. A total of 71 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Iron Horse Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$937
-4.5%
340.0%0.00%
Q2 2023$981
-1.3%
34
+3.0%
0.00%
Q1 2023$994
+99300.0%
330.0%0.00%
-100.0%
Q4 2022$1
-99.9%
330.0%0.00%0.0%
Q2 2022$1,0000.0%330.0%0.00%0.0%
Q1 2022$1,0000.0%330.0%0.00%0.0%
Q4 2021$1,0000.0%330.0%0.00%0.0%
Q3 2021$1,0000.0%330.0%0.00%0.0%
Q2 2021$1,0000.0%330.0%0.00%0.0%
Q1 2021$1,0000.0%330.0%0.00%0.0%
Q4 2020$1,000330.00%
Other shareholders
SPDR SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
Melone Private Wealth, LLC 162,659$4,791,1253.66%
Flaharty Asset Management, LLC 635,335$18,583,6583.32%
ShoreHaven Wealth Partners, LLC 121,356$3,549,6632.49%
IHT Wealth Management, LLC 950,035$27,788,6071.59%
CX Institutional 975,346$28,545,2561.52%
FINANCIAL LIFE ADVISORS 93,763$2,742,5681.18%
Congress Wealth Management LLC / DE / 1,641,630$48,017,7091.16%
David Kennon Inc 74,367$2,175,2251.06%
Wealthstar Advisors, LLC 95,420$2,790,9931.06%
Bridgeworth, LLC 280,168$8,194,9061.03%
View complete list of SPDR SER TR shareholders