Iron Horse Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 521 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

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 Q3 2022
NameSharesValueWeighting ↓
Sunflower Bank, N.A. 1,517,106$47,545,00018.86%
TPG Financial Advisors, LLC 467,340$14,646,00013.13%
Compass Financial Group, Inc. 417,619$13,088,00010.96%
Goodman Financial Corp 610,321$19,127,0009.56%
Cedar Mountain Advisors, LLC 691,430$21,669,0009.39%
Asset Planning Services, Ltd. 686,130$21,503,0009.29%
IRON Financial LLC 572,119$17,930,0009.24%
Occidental Asset Management, LLC 657,653$20,611,0009.12%
MBM Wealth Consultants, LLC 380,032$11,911,0008.40%
Baystate Wealth Management LLC 2,219,395$69,556,0008.14%
View complete list of SPDR SER TR shareholders