Wescott Financial Advisory Group, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 528 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Wescott Financial Advisory Group, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$3,461,886
-1.1%
118,073
-0.7%
0.63%
+2.4%
Q2 2023$3,499,649
-7.7%
118,874
-7.1%
0.62%
-24.9%
Q1 2023$3,789,727
-1.8%
127,902
-2.6%
0.82%
-1.1%
Q4 2022$3,857,550
-20.9%
131,298
-21.4%
0.83%
-38.7%
Q3 2022$4,879,000
-26.7%
166,992
-25.4%
1.36%
-24.8%
Q2 2022$6,655,000
-19.4%
223,859
-18.3%
1.81%
-15.1%
Q1 2022$8,256,000274,0232.13%
Other shareholders
SPDR SER TR shareholders Q2 2023
NameSharesValueWeighting ↓
Coulter & Justus Financial Services, LLC 639,835$19,022,00015.30%
Advocacy Wealth Management Services, LLC 2,693,637$80,082,00012.88%
Astor Investment Management LLC 1,324,800$39,386,00010.55%
TPG Financial Advisors, LLC 477,388$14,193,0009.51%
IRON Financial LLC 590,543$17,557,0009.19%
Cedar Mountain Advisors, LLC 860,330$25,578,0008.75%
Marion Wealth Management 554,010$16,471,0008.63%
Sunflower Bank, N.A. 1,430,451$42,527,0008.41%
PECAUT & CO. 493,506$14,672,0008.27%
Rodgers & Associates, LTD 1,395,072$41,475,0007.11%
View complete list of SPDR SER TR shareholders