Connectus Wealth, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 508 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Connectus Wealth, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$16,786,385
+52.7%
572,348
+53.2%
0.37%
+47.8%
Q2 2023$10,995,192
+15.5%
373,478
+16.3%
0.25%
+8.1%
Q1 2023$9,517,008
-2.7%
321,195
-3.5%
0.23%
+1.3%
Q4 2022$9,780,000332,8750.23%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Occidental Asset Management, LLC 798,907$25,086,0008.31%
Cedar Mountain Advisors, LLC 721,802$22,665,0008.10%
Hirtle Callaghan & Co LLC 3,380,221$106,181,0008.05%
Baystate Wealth Management LLC 2,048,298$64,317,0007.33%
TPG Financial Advisors, LLC 303,283$9,523,0007.07%
Compass Financial Group, Inc. 368,107$11,559,0006.96%
Windward Private Wealth Management Inc. 463,564$14,556,0006.80%
Rodgers & Associates, LTD 1,173,864$36,859,0006.74%
Buckingham Capital Management, Inc. 1,217,269$38,222,0006.73%
Sunflower Bank, N.A. 1,212,681$38,078,0006.54%
View complete list of SPDR SER TR shareholders