Accel Wealth Management - SPDR SER TR ownership

SPDR SER TR's ticker is SIMS and the CUSIP is 78468R697. A total of 32 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Accel Wealth Management ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2023$3,463
+6.0%
1000.0%0.00%
-50.0%
Q4 2022$3,267
+8.9%
1000.0%0.00%0.0%
Q3 2022$3,0000.0%1000.0%0.00%0.0%
Q2 2022$3,000
-25.0%
1000.0%0.00%0.0%
Q1 2022$4,000
-20.0%
1000.0%0.00%0.0%
Q4 2021$5,000
+25.0%
1000.0%0.00%
-33.3%
Q3 2021$4,000
-20.0%
1000.0%0.00%0.0%
Q2 2021$5,0000.0%1000.0%0.00%
-25.0%
Q1 2021$5,0001000.00%
Other shareholders
SPDR SER TR shareholders Q2 2022
NameSharesValueWeighting ↓
SFI Advisors, LLC 58,315$1,876,0002.18%
WealthCare Investment Partners, LLC 22,050$710,0000.59%
CREATIVE FINANCIAL DESIGNS INC /ADV 94,709$3,048,0000.50%
Better Money Decisions, LLC 8,517$274,0000.27%
3D/L Capital Management, LLC 7,940$256,0000.08%
Mayflower Financial Advisors, LLC 13,561$436,0000.07%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 12,858$414,0000.03%
Gladstone Institutional Advisory LLC 9,198$2960.02%
CARY STREET PARTNERS ASSET MANAGEMENT LLC 2,198$71,0000.02%
Tower Research Capital LLC (TRC) 22,136$712,0000.01%
View complete list of SPDR SER TR shareholders