GoalVest Advisory LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 453 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
GoalVest Advisory LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$7,511,006
+44.9%
230,682
+45.5%
2.40%
+38.9%
Q1 2024$5,182,738
-28.6%
158,542
-28.3%
1.73%
-45.9%
Q4 2023$7,258,319
+204.8%
221,088
+192.0%
3.19%
+167.6%
Q3 2023$2,381,30075,7171.19%
Other shareholders
SPDR SER TR shareholders Q4 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