Spire Wealth Management - SPDR SER TR ownership

SPDR SER TR's ticker is SIMS and the CUSIP is 78468R697. A total of 28 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2022$8,000
-11.1%
2000.0%0.00%
Q4 2021$9,0000.0%2000.0%0.00%
Q3 2021$9,000
-10.0%
2000.0%0.00%
Q2 2021$10,000
+11.1%
2000.0%0.00%
Q1 2021$9,0002000.00%
Other shareholders
SPDR SER TR shareholders Q1 2021
NameSharesValueWeighting ↓
SFI Advisors, LLC 61,246$2,120,8332.13%
CREATIVE FINANCIAL DESIGNS INC /ADV 99,116$3,432,2100.45%
Better Money Decisions, LLC 8,557$296,3190.25%
WealthCare Investment Partners, LLC 6,558$227,0890.14%
3D/L Capital Management, LLC 7,217$249,9230.07%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 12,048$417,1990.03%
Gladstone Institutional Advisory LLC 8,732$302,3720.02%
CARY STREET PARTNERS ASSET MANAGEMENT LLC 1,833$63,4730.01%
Raymond James Financial Services Advisors, Inc. 55,509$1,922,1710.00%
Capital Analysts, LLC 1,988$690.00%
View complete list of SPDR SER TR shareholders