Spire Wealth Management - SPDR SER TR ownership

SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 154 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$343,482
+1490.5%
16,514
+1574.8%
0.01%
+1200.0%
Q2 2023$21,596
-41.2%
986
-40.5%
0.00%0.0%
Q1 2023$36,743
+734760.0%
1,657
+614.2%
0.00%
Q4 2022$5
-99.9%
232
+20.8%
0.00%
Q3 2022$4,000
-94.5%
192
-94.0%
0.00%
-100.0%
Q2 2022$73,000
-12.0%
3,186
-8.5%
0.00%
+50.0%
Q1 2022$83,000
-5.7%
3,481
+0.7%
0.00%0.0%
Q4 2021$88,000
+12.8%
3,457
+14.6%
0.00%0.0%
Q3 2021$78,000
+50.0%
3,016
+49.0%
0.00%
+100.0%
Q2 2021$52,000
+57.6%
2,024
+59.2%
0.00%0.0%
Q1 2021$33,0001,2710.00%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
Financial Engines Advisors L.L.C. 126,799,083$2,897,359,0008.83%
KWB Wealth 1,390,929$31,783,0006.12%
Redwood Financial Network Corp 206,083$4,709,0005.14%
Leicht Financial Planning & Wealth Management, Inc. 253,435$5,791,0003.92%
Concord Wealth Partners 601,254$13,739,0003.77%
Chesapeake Wealth Management 294,575$6,731,0002.88%
TOWNSQUARE CAPITAL LLC 4,075,275$93,120,0002.64%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 5,399,160$122,835,0001.71%
Values First Advisors, Inc. 100,493$2,296,0001.63%
KARLINSKI ANDREW C 35,615$814,0001.20%
View complete list of SPDR SER TR shareholders