Spire Wealth Management - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 559 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$35,613
+0.5%
1,215
+1.0%
0.00%0.0%
Q2 2023$35,419
-29.6%
1,203
-29.2%
0.00%
-50.0%
Q1 2023$50,316
+102585.7%
1,698
+1.3%
0.00%
-33.3%
Q4 2022$49
-99.9%
1,676
+0.6%
0.00%0.0%
Q3 2022$49,000
-35.5%
1,666
-34.8%
0.00%0.0%
Q2 2022$76,000
-14.6%
2,554
-13.5%
0.00%
+50.0%
Q1 2022$89,000
-2.2%
2,952
+0.1%
0.00%0.0%
Q4 2021$91,000
-24.2%
2,948
-22.9%
0.00%
-33.3%
Q3 2021$120,000
+0.8%
3,824
+0.2%
0.00%0.0%
Q2 2021$119,0000.0%3,817
+0.2%
0.00%0.0%
Q1 2021$119,0003,8100.00%
Other shareholders
SPDR SER TR shareholders Q4 2022
NameSharesValueWeighting ↓
Sunflower Bank, N.A. 1,517,106$47,545,00018.86%
TPG Financial Advisors, LLC 467,340$14,646,00013.13%
Compass Financial Group, Inc. 417,619$13,088,00010.96%
Goodman Financial Corp 610,321$19,127,0009.56%
Cedar Mountain Advisors, LLC 691,430$21,669,0009.39%
Asset Planning Services, Ltd. 686,130$21,503,0009.29%
IRON Financial LLC 572,119$17,930,0009.24%
Occidental Asset Management, LLC 657,653$20,611,0009.12%
MBM Wealth Consultants, LLC 380,032$11,911,0008.40%
Baystate Wealth Management LLC 2,219,395$69,556,0008.14%
View complete list of SPDR SER TR shareholders