Accurate Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTS and the CUSIP is 78468R101. A total of 249 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Accurate Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$361,411
+11.5%
12,612
+12.3%
0.11%
+11.9%
Q2 2023$324,162
+12.2%
11,231
+13.4%
0.10%
+1.0%
Q1 2023$289,015
-33.5%
9,900
-33.8%
0.10%
-37.5%
Q4 2022$434,444
-58.5%
14,963
-46.9%
0.16%
-63.4%
Q3 2022$1,048,000
+69.6%
28,153
+34.1%
0.44%
+30.1%
Q2 2022$618,000
-18.3%
20,995
-17.7%
0.34%
-0.9%
Q1 2022$756,000
+231.6%
25,515
+235.9%
0.34%
+82.3%
Q4 2021$228,0000.0%7,5960.0%0.19%
-6.1%
Q3 2021$228,0007,5960.20%
Other shareholders
SPDR SER TR shareholders Q3 2021
NameSharesValueWeighting ↓
M. Kulyk & Associates, LLC 1,687,803$51,748,00019.32%
Municipal Employees' Retirement System of Michigan 25,603,639$785,008,00013.16%
Private Wealth Group, LLC 572,369$17,549,00012.53%
Nelson Capital Management, LLC 1,466,605$44,966,0009.62%
Better Money Decisions, LLC 282,543$8,663,0008.94%
Tempus Wealth Planning, LLC 234,180$7,180,0007.60%
Spectrum Planning & Advisory Services Inc. 220,952$6,774,0006.96%
Mach-1 Financial Group, LLC 266,753$8,178,0006.65%
Aries Wealth Management 476,110$14,598,0006.56%
LifeSteps Financial, Inc. 246,446$7,556,0006.31%
View complete list of SPDR SER TR shareholders