Clearview Wealth Advisors LLC - SPDR SER TR ownership

SPDR SER TR's ticker is ROKT and the CUSIP is 78468R630. A total of 16 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Clearview Wealth Advisors LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$7,257
+7.3%
166
+0.6%
0.01%0.0%
Q1 2023$6,761
+3.9%
1650.0%0.01%
+40.0%
Q4 2022$6,509
+30.2%
1650.0%0.01%
+25.0%
Q3 2022$5,000
-16.7%
165
+0.6%
0.00%0.0%
Q2 2022$6,000
-14.3%
1640.0%0.00%
-20.0%
Q1 2022$7,0000.0%1640.0%0.01%
+25.0%
Q4 2021$7,0000.0%1640.0%0.00%0.0%
Q3 2021$7,0000.0%1640.0%0.00%0.0%
Q2 2021$7,0000.0%1640.0%0.00%
-20.0%
Q1 2021$7,000
+16.7%
164
+1.9%
0.01%
+25.0%
Q4 2020$6,0001610.00%
Other shareholders
SPDR SER TR shareholders Q1 2021
NameSharesValueWeighting ↓
OPTIMUM INVESTMENT ADVISORS 2,025$79,7710.04%
SYM FINANCIAL Corp 1,000$39,3930.01%
Realta Investment Advisors 204$8,9410.00%
GUARDIAN WEALTH ADVISORS, LLC / NC 200$7,8790.00%
Global Wealth Management Investment Advisory, Inc. 60$2,3640.00%
North Star Investment Management Corp. 355$13,9850.00%
MORGAN STANLEY 535$21,0750.00%
Choate Investment Advisors 319$12,5660.00%
Aptus Capital Advisors, LLC 200$7,8790.00%
BANK OF AMERICA CORP /DE/ 4,154$163,6390.00%
View complete list of SPDR SER TR shareholders