BAKER TILLY WEALTH MANAGEMENT, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 522 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
BAKER TILLY WEALTH MANAGEMENT, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$530,656
-15.3%
18,099
-15.0%
0.09%
+31.8%
Q2 2023$626,882
+5.4%
21,294
+6.1%
0.07%
-1.5%
Q1 2023$594,771
+13.9%
20,073
+12.9%
0.07%
+4.7%
Q4 2022$522,359
-2.5%
17,779
-3.1%
0.06%
-12.3%
Q3 2022$536,000
+12.8%
18,344
+14.9%
0.07%
+17.7%
Q2 2022$475,000
+10.2%
15,964
+11.7%
0.06%
+29.2%
Q1 2022$431,000
+64.5%
14,289
+70.9%
0.05%
-11.1%
Q1 2021$262,000
+1.9%
8,359
+2.1%
0.05%
-31.6%
Q4 2020$257,0008,1870.08%
Other shareholders
SPDR SER TR shareholders Q2 2022
NameSharesValueWeighting ↓
Coulter & Justus Financial Services, LLC 639,835$19,022,00015.30%
Advocacy Wealth Management Services, LLC 2,693,637$80,082,00012.88%
Astor Investment Management LLC 1,324,800$39,386,00010.55%
TPG Financial Advisors, LLC 477,388$14,193,0009.51%
IRON Financial LLC 590,543$17,557,0009.19%
Cedar Mountain Advisors, LLC 860,330$25,578,0008.75%
Marion Wealth Management 554,010$16,471,0008.63%
Sunflower Bank, N.A. 1,430,451$42,527,0008.41%
PECAUT & CO. 493,506$14,672,0008.27%
Rodgers & Associates, LTD 1,395,072$41,475,0007.11%
View complete list of SPDR SER TR shareholders