Twelve Points Wealth Management LLC - SPDR SER TR ownership

SPDR SER TR's ticker is PSK and the CUSIP is 78464A292. A total of 191 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Twelve Points Wealth Management LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,805,515
+8.4%
55,623
+11.7%
0.90%
+1.4%
Q2 2023$1,666,153
+13.6%
49,780
+15.3%
0.89%
+5.5%
Q1 2023$1,466,569
+34.6%
43,185
+30.1%
0.84%
+13.5%
Q4 2022$1,089,577
+5.4%
33,199
+11.9%
0.74%
-7.7%
Q3 2022$1,034,000
+0.8%
29,663
+3.6%
0.80%
+1.6%
Q2 2022$1,026,000
+20.6%
28,632
+31.2%
0.79%
+24.2%
Q1 2022$851,000
+57.3%
21,827
+73.2%
0.64%
+45.2%
Q4 2021$541,00012,6000.44%
Other shareholders
SPDR SER TR shareholders Q3 2022
NameSharesValueWeighting ↓
American Research & Management Co. 106,834$4,648,0001.68%
Regal Investment Advisors LLC 87,246$3,796,0001.15%
Windsor Capital Management, LLC 40,301$1,754,0001.00%
Steinberg Global Asset Management 82,679$3,597,0000.82%
OPTIMUM INVESTMENT ADVISORS 21,255$925,0000.31%
Hillsdale Investment Management Inc. 12,500$544,0000.17%
SignalPoint Asset Management, LLC 8,138$354,0000.17%
NEXT Financial Group, Inc 19,008$827,0000.16%
HANCOCK WHITNEY CORP 75,999$3,307,0000.13%
HBK Sorce Advisory LLC 7,435$339,0000.12%
View complete list of SPDR SER TR shareholders