Iron Horse Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is PSK and the CUSIP is 78464A292. A total of 193 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Iron Horse Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$83,390
-3.0%
2,5690.0%0.04%
-2.4%
Q2 2023$85,984
-11.7%
2,569
-10.4%
0.04%
-14.3%
Q1 2023$97,397
+102423.2%
2,868
-0.9%
0.05%
-3.9%
Q4 2022$95
-99.5%
2,894
+371.3%
0.05%
+70.0%
Q3 2022$21,000
-82.8%
614
-81.9%
0.03%
-56.5%
Q2 2022$122,000
-8.3%
3,395
-0.8%
0.07%
-5.5%
Q1 2022$133,000
-9.5%
3,421
-0.0%
0.07%
-12.0%
Q4 2021$147,000
-3.3%
3,422
-2.1%
0.08%
-11.7%
Q3 2021$152,000
-8.4%
3,497
-6.6%
0.09%
-13.8%
Q2 2021$166,000
-2.9%
3,744
-4.8%
0.11%
-14.8%
Q1 2021$171,000
-7.6%
3,934
-5.8%
0.13%
-13.5%
Q4 2020$185,0004,1750.15%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
NewSquare Capital LLC 591,724$27,264,0006.49%
Prospera Financial Services Inc 437,196$20,144,0004.16%
INVESTMENT PARTNERS, LTD. 43,707$2,014,0002.01%
Steinberg Global Asset Management 174,436$8,037,0001.40%
Transamerica Financial Advisors, Inc. 290,805$13,400,0001.35%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 37,971$1,750,0000.82%
CWM, LLC 189,245$8,720,0000.64%
Regal Investment Advisors LLC 46,873$2,160,0000.59%
American Research & Management Co. 28,325$1,305,0000.50%
NEXT Financial Group, Inc 32,835$1,512,0000.48%
View complete list of SPDR SER TR shareholders