LifePro Asset Management - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 411 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
LifePro Asset Management ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$265,885
-21.3%
8,166
-21.0%
0.19%
-14.3%
Q1 2024$337,818
-12.6%
10,334
-12.2%
0.22%
-25.4%
Q4 2023$386,508
+6.3%
11,773
+1.8%
0.30%
-0.3%
Q3 2023$363,593
+79.2%
11,561
+82.9%
0.30%
+92.3%
Q2 2023$202,9356,3200.16%
Other shareholders
SPDR SER TR shareholders Q2 2023
NameSharesValueWeighting ↓
INTEGRATED CAPITAL MANAGEMENT, INC. 337,843$11,537,0009.48%
Wayfinding Financial, LLC 331,293$10,886,0009.10%
INTEGRAL INVESTMENT ADVISORS, INC. 377,721$12,899,0008.07%
Focused Wealth Management, Inc 1,210,751$41,347,0006.55%
Occidental Asset Management, LLC 709,398$24,226,0006.20%
1620 INVESTMENT ADVISORS, INC. 135,593$4,902,0005.34%
Adams Wealth Management 444,176$15,169,0004.97%
TRUEFG, LLC 312,397$10,668,0004.84%
Hofer & Associates. Inc 155,338$5,305,0004.67%
ERTS Wealth Advisors, LLC 464,050$15,847,0004.44%
View complete list of SPDR SER TR shareholders