Accurate Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 382 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Accurate Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,959,471
+31.4%
63,066
+35.8%
0.62%
+32.3%
Q2 2023$1,490,792
+20.0%
46,428
+21.5%
0.46%
+8.6%
Q1 2023$1,241,849
+38.1%
38,199
+37.2%
0.43%
+29.3%
Q4 2022$898,921
+83.8%
27,839
+77.2%
0.33%
+62.3%
Q3 2022$489,00015,7090.20%
Other shareholders
SPDR SER TR shareholders Q3 2022
NameSharesValueWeighting ↓
INTEGRATED CAPITAL MANAGEMENT, INC. 325,829$11,899,0009.73%
Amtrust Financial Services, Inc. 270,400$9,875,0009.60%
Adams Wealth Management 505,842$18,473,0006.98%
Focused Wealth Management, Inc 1,112,910$40,643,0006.63%
DeGreen Capital Management LLC 523,267$19,110,0006.34%
Occidental Asset Management, LLC 572,789$20,918,0005.42%
TRUEFG, LLC 296,229$10,753,0004.88%
Leicht Financial Planning & Wealth Management, Inc. 210,066$7,726,0004.64%
ERTS Wealth Advisors, LLC 185,623$15,214,0003.99%
Allianz Investment Management U.S. LLC 1,625,340$59,374,0003.98%
View complete list of SPDR SER TR shareholders