Levy Wealth Management Group, 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
Levy Wealth Management Group, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$2,360,972
-0.7%
80,524
-0.3%
0.73%
+4.0%
Q2 2023$2,377,791
-9.8%
80,767
-9.2%
0.70%
-13.3%
Q1 2023$2,634,694
-1.2%
88,920
-2.1%
0.81%
-9.0%
Q4 2022$2,667,249
+13.6%
90,785
+13.0%
0.89%
-11.8%
Q3 2022$2,348,000
+348.1%
80,344
+356.2%
1.01%
+321.2%
Q2 2022$524,00017,6100.24%
Other shareholders
SPDR SER TR shareholders Q2 2022
NameSharesValueWeighting ↓
Walker Financial Services, Inc. 683,647$20,256,47120.88%
Advocacy Wealth Management Services, LLC 3,227,590$95,633,49911.61%
Coulter & Justus Financial Services, LLC 591,131$17,515,20911.42%
Astor Investment Management LLC 1,118,834$33,15110.71%
Flagstone Financial Management 629,779$18,660,3589.31%
PECAUT & CO. 625,440$18,531,7728.44%
CAPITAL WEALTH MANAGEMENT, LLC 482,555$14,298,1048.21%
TPG Financial Advisors, LLC 485,265$14,378,3927.86%
RED CEDAR INVESTMENT MANAGEMENT, LLC 1,479,614$43,840,9636.78%
Coury Firm Asset Management LLC 151,582$4,691,2596.59%
View complete list of SPDR SER TR shareholders