Keystone Wealth Services, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 427 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Keystone Wealth Services, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,064,178
-0.6%
24,302
+4.2%
0.40%
+1.0%
Q2 2023$1,070,249
+15.9%
23,322
+11.0%
0.40%
+5.8%
Q1 2023$923,618
+12.5%
21,020
+8.8%
0.38%
+5.6%
Q4 2022$821,18719,3220.36%
Other shareholders
SPDR SER TR shareholders Q1 2023
NameSharesValueWeighting ↓
WADDELL & ASSOCIATES, LLC 1,242,075$42,317,00012.82%
WALLER FINANCIAL PLANNING GROUP, INC 489,111$16,591,0009.23%
Peterson Wealth Advisors, LLC 323,041$11,006,0006.97%
Clear Creek Financial Management, LLC 475,241$16,191,0006.93%
Winch Advisory Services, LLC 291,201$9,921,0005.17%
Advisory Alpha, LLC 454,896$15,398,0005.14%
NICOLET ADVISORY SERVICES, LLC 943,207$32,135,0004.91%
ERn Financial, LLC 174,620$5,949,0004.48%
TPG Financial Advisors, LLC 110,193$3,780,0003.46%
STRINGER ASSET MANAGEMENT, LLC 80,047$2,727,0003.02%
View complete list of SPDR SER TR shareholders