Activest Wealth Management - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 508 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Activest Wealth Management ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$203,594
+1.3%
6,944
+2.0%
0.12%
-3.1%
Q1 2023$201,045
-32.8%
6,808
-33.1%
0.13%
+44.9%
Q4 2022$299,153
+1.4%
10,182
+0.9%
0.09%
-6.3%
Q3 2022$295,000
+195.0%
10,089
+199.8%
0.10%
+33.8%
Q2 2022$100,0003,3650.07%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Walker Financial Services, Inc. 683,647$20,256,47120.88%
Signify Wealth 505,474$14,850,82613.00%
Advocacy Wealth Management Services, LLC 3,011,250$88,470,53211.69%
Coulter & Justus Financial Services, LLC 569,554$16,733,49811.37%
Astor Investment Management LLC 1,187,624$34,892,39710.67%
Sunflower Bank, N.A. 1,576,560$46,31910.08%
Flagstone Financial Management 536,776$15,770,4839.60%
PECAUT & CO. 616,555$18,114,3868.60%
Litman Gregory Wealth Management LLC 2,074,023$60,934,7938.51%
IRON Financial LLC 497,405$14,613,7608.39%
View complete list of SPDR SER TR shareholders