Helen Stephens Group, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 529 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Helen Stephens Group, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2022$306,000
-2.9%
10,487
-1.0%
0.21%
-4.0%
Q2 2022$315,000
-4.8%
10,593
-3.5%
0.22%
-2.2%
Q1 2022$331,000
+25.4%
10,978
+28.7%
0.23%
+7.5%
Q4 2021$264,0008,5300.21%
Other shareholders
SPDR SER TR shareholders Q2 2022
NameSharesValueWeighting ↓
Asset Planning Services, Ltd. 263,010$8,048,0007.76%
Hoxton Financial, Inc. 586,535$17,948,0007.44%
SPINNAKER TRUST 1,328,195$40,643,0006.06%
S. R. Schill & Associates 289,576$8,861,0005.99%
Windhaven Investment Management, Inc. 27,120,151$829,877,0005.73%
3D ASSET MANAGEMENT, INC 622,420$19,046,0005.71%
Baystate Wealth Management LLC 692,807$21,200,0005.69%
Gemmer Asset Management LLC 279,119$8,541,0005.19%
CAZ INVESTMENTS LP 234,932$7,189,0003.75%
PacWest Financial Management Inc 159,200$4,872,0003.43%
View complete list of SPDR SER TR shareholders