True Link Financial Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 459 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
True Link Financial Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$210,781
-33.0%
7,189
-32.7%
0.02%
-34.2%
Q2 2023$314,684
-0.6%
10,6890.0%0.04%
-5.0%
Q1 2023$316,715
+0.9%
10,6890.0%0.04%
-7.0%
Q4 2022$314,043
+0.7%
10,6890.0%0.04%
-4.4%
Q3 2022$312,000
-1.9%
10,6890.0%0.04%
-6.2%
Q2 2022$318,000
+33.6%
10,689
+35.2%
0.05%
+41.2%
Q1 2022$238,000
-11.5%
7,904
-8.9%
0.03%
-5.6%
Q4 2021$269,000
-0.7%
8,6790.0%0.04%
-2.7%
Q3 2021$271,000
-0.4%
8,6790.0%0.04%
-7.5%
Q2 2021$272,0000.0%8,6790.0%0.04%
+2.6%
Q1 2021$272,000
-0.4%
8,6790.0%0.04%
-9.3%
Q4 2020$273,0008,6790.04%
Other shareholders
SPDR SER TR shareholders Q2 2021
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