Keystone Wealth Services, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPBO and the CUSIP is 78464A144. A total of 106 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Keystone Wealth Services, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,658,070
+8.2%
60,119
+13.3%
0.63%
+9.9%
Q2 2023$1,532,781
+17.6%
53,083
+19.1%
0.57%
+7.5%
Q1 2023$1,303,538
+29.8%
44,565
+26.0%
0.53%
+21.7%
Q4 2022$1,003,97835,3760.44%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
RWA WEALTH PARTNERS, LLC 10,173,663$280,589,6266.11%
ST GERMAIN D J CO INC 3,438,230$94,826,3835.33%
Melone Private Wealth, LLC 180,287$4,972,3183.56%
Flaharty Asset Management, LLC 693,692$19,132,0353.20%
CX Institutional 1,087,165$29,932,6581.65%
ShoreHaven Wealth Partners, LLC 64,833$1,788,0941.23%
Financial Gravity Asset Management, Inc. 3,871,452$102,384,6921.13%
Gerber Kawasaki Wealth & Investment Management 576,356$15,895,9211.08%
IHT Wealth Management, LLC 773,168$21,323,9711.08%
Polaris Wealth Advisory Group, LLC 472,888$13,042,2510.99%
View complete list of SPDR SER TR shareholders