Herold Advisors, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is QUS and the CUSIP is 78468R812. A total of 104 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Herold Advisors, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2022$161,980,000
+104403.2%
1,3000.0%0.06%
-3.3%
Q3 2021$155,0001,3000.06%
Other shareholders
SPDR SER TR shareholders Q3 2021
NameSharesValueWeighting ↓
Tolleson Wealth Management, Inc. 1,059,687$126,410,00035.76%
AFFINIA FINANCIAL GROUP, LLC 156,488$19,586,00012.51%
Great Point Wealth Advisors, LLC 160,096$19,098,0006.56%
SFMG, LLC 393,805$46,977,0005.21%
Financial Strategies Group, Inc. 80,010$9,544,0004.26%
Sage Mountain Advisors LLC 200,050$23,864,0003.44%
Garrett Wealth Advisory Group, LLC 44,661$5,328,0003.40%
Andesa Financial Management Inc. 51,833$6,181,0003.36%
Continuum Advisory, LLC 76,542$9,131,0002.45%
SENTINEL PENSION ADVISORS INC 58,235$6,947,0002.36%
View complete list of SPDR SER TR shareholders