Bell Investment Advisors, Inc - 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
Bell Investment Advisors, Inc ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$23,795
-34.2%
812
-33.9%
0.01%
-37.5%
Q2 2023$36,188
-15.9%
1,229
-15.4%
0.01%
-20.0%
Q1 2023$43,017
-16.2%
1,452
-16.9%
0.01%
-23.1%
Q4 2022$51,325
-3.2%
1,747
-2.9%
0.01%
-18.8%
Q3 2022$53,000
-98.7%
1,799
-98.7%
0.02%
-98.7%
Q2 2022$4,001,000
-9.4%
134,584
-5.6%
1.23%
+1.4%
Q4 2021$4,416,000
-2.5%
142,600
-1.6%
1.21%
-9.6%
Q3 2021$4,527,000144,8661.34%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Sunflower Bank, N.A. 1,517,106$47,545,00018.86%
TPG Financial Advisors, LLC 467,340$14,646,00013.13%
Compass Financial Group, Inc. 417,619$13,088,00010.96%
Goodman Financial Corp 610,321$19,127,0009.56%
Cedar Mountain Advisors, LLC 691,430$21,669,0009.39%
Asset Planning Services, Ltd. 686,130$21,503,0009.29%
IRON Financial LLC 572,119$17,930,0009.24%
Occidental Asset Management, LLC 657,653$20,611,0009.12%
MBM Wealth Consultants, LLC 380,032$11,911,0008.40%
Baystate Wealth Management LLC 2,219,395$69,556,0008.14%
View complete list of SPDR SER TR shareholders