Iron Horse Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 379 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$96,143
-21.4%
3,057
-19.7%
0.05%
-21.7%
Q2 2023$122,275
-52.9%
3,808
-52.3%
0.06%
-53.8%
Q1 2023$259,368
+97774.7%
7,983
-4.0%
0.13%
-9.1%
Q4 2022$265
-99.5%
8,313
+352.5%
0.14%
+70.2%
Q3 2022$58,000
-86.2%
1,837
-85.7%
0.08%
-64.7%
Q2 2022$419,000
-7.9%
12,827
-3.8%
0.24%
-4.8%
Q1 2022$455,000
-7.1%
13,337
-1.5%
0.25%
-9.1%
Q4 2021$490,000
-5.4%
13,541
-4.5%
0.28%
-14.3%
Q3 2021$518,000
-14.7%
14,172
-14.4%
0.32%
-19.8%
Q2 2021$607,000
-2.9%
16,547
-4.0%
0.40%
-14.5%
Q1 2021$625,000
-4.6%
17,242
-2.1%
0.47%
-10.7%
Q4 2020$655,00017,6060.52%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
INTEGRATED CAPITAL MANAGEMENT, INC. 312,958$9,842,5148.70%
Astoria Portfolio Advisors LLC. 562,521$17,528,1648.46%
ERTS Wealth Advisors, LLC 1,106,393$34,796,0708.38%
Buckingham Capital Management, Inc. 1,736,209$54,603,7748.32%
Flagstone Financial Management 577,959$18,176,8188.31%
Burt Wealth Advisors 699,832$22,009,7166.76%
Cherry Tree Wealth Management, LLC 710,795$22,354,5146.55%
FIDELITY D & D BANCORP INC 172,353$5,420,5025.57%
Hofer & Associates. Inc 164,719$5,180,4025.31%
Leicht Financial Planning & Wealth Management, Inc. 270,111$8,495,0075.24%
View complete list of SPDR SER TR shareholders