IVC Wealth Advisors LLC - SPDR SER TR ownership

SPDR SER TR's ticker is ONEY and the CUSIP is 78468R770. A total of 62 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
IVC Wealth Advisors LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$253,321
-4.1%
2,7710.0%0.17%
+1.2%
Q2 2023$264,049
+1.3%
2,771
+0.2%
0.17%
-9.7%
Q1 2023$260,755
+0.6%
2,7650.0%0.18%
-3.1%
Q4 2022$259,081
+12.6%
2,7650.0%0.19%
+3.2%
Q3 2022$230,000
-6.5%
2,7650.0%0.18%
-2.6%
Q2 2022$246,000
-12.5%
2,765
-0.4%
0.19%
+2.7%
Q1 2022$281,000
+0.7%
2,7750.0%0.18%
+2.8%
Q4 2021$279,000
-4.1%
2,775
-11.2%
0.18%
-10.4%
Q3 2021$291,000
-1.7%
3,1250.0%0.20%
-3.4%
Q2 2021$296,000
+26.0%
3,125
+19.5%
0.21%
+12.4%
Q1 2021$235,000
-0.4%
2,615
-16.7%
0.18%
-17.8%
Q4 2020$236,0003,1380.22%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
LifePlan Financial Group, Inc 440$30,0000.02%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 12,065$817,0000.01%
UBS Group AG 761$52,0000.00%
PNC FINANCIAL SERVICES GROUP, INC. 45$3,0000.00%
BANK OF AMERICA CORP /DE/ 204$14,0000.00%
View complete list of SPDR SER TR shareholders