Iron Horse Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 494 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Iron Horse Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$100,450
+27.3%
3,426
+27.8%
0.05%
+25.6%
Q2 2023$78,899
-49.6%
2,680
-49.2%
0.04%
-50.0%
Q1 2023$156,424
+76956.2%
5,279
-23.8%
0.08%
-29.1%
Q4 2022$203
-99.7%
6,926
+201.7%
0.11%
+13.4%
Q3 2022$67,000
-99.0%
2,296
-99.0%
0.10%
-97.5%
Q2 2022$6,729,000
+3.5%
226,321
+4.9%
3.83%
+7.4%
Q1 2022$6,500,000
+0.6%
215,720
+3.4%
3.57%
-1.7%
Q4 2021$6,459,000
-7.6%
208,541
-6.8%
3.63%
-16.3%
Q3 2021$6,990,000
+15.4%
223,674
+15.6%
4.34%
+8.5%
Q2 2021$6,059,000
+15.8%
193,570
+15.8%
4.00%
+1.9%
Q1 2021$5,232,000
+4.2%
167,095
+4.5%
3.92%
-2.5%
Q4 2020$5,020,000159,8664.02%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
Coulter & Justus Financial Services, LLC 639,835$19,022,00015.30%
Advocacy Wealth Management Services, LLC 2,693,637$80,082,00012.88%
Astor Investment Management LLC 1,324,800$39,386,00010.55%
TPG Financial Advisors, LLC 477,388$14,193,0009.51%
IRON Financial LLC 590,543$17,557,0009.19%
Cedar Mountain Advisors, LLC 860,330$25,578,0008.75%
Marion Wealth Management 554,010$16,471,0008.63%
Sunflower Bank, N.A. 1,430,451$42,527,0008.41%
PECAUT & CO. 493,506$14,672,0008.27%
Rodgers & Associates, LTD 1,395,072$41,475,0007.11%
View complete list of SPDR SER TR shareholders