Collaborative Wealth Managment Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SPBO and the CUSIP is 78464A144. A total of 91 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 7.93 and the average weighting 0.3%.

Quarter-by-quarter ownership
Collaborative Wealth Managment Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$220,179
-19.1%
7,625
-18.1%
0.13%
-23.4%
Q1 2023$272,179
-62.0%
9,305
-63.1%
0.17%
-63.6%
Q4 2022$715,439
+2.9%
25,209
+0.7%
0.47%
-4.5%
Q3 2022$695,000
-4.7%
25,022
+1.6%
0.49%
+2.9%
Q2 2022$729,000
-19.1%
24,639
-4.8%
0.48%
-3.2%
Q4 2021$901,000
+13.0%
25,869
+3.9%
0.49%
+7.6%
Q1 2021$797,00024,8990.46%
Other shareholders
SPDR SER TR shareholders Q1 2023
NameSharesValueWeighting ↓
Stadion Money Management, LLC 1,077,374$37,083,0001.68%
ECLECTIC ASSOCIATES INC /ADV 53,297$1,834,0001.52%
Smart Money Group LLC 49,446$1,702,0001.42%
Donald L. Hagan, LLC 43,033$1,481,0000.97%
Good Life Advisors, LLC 121,786$4,200,0000.85%
Collaborative Wealth Managment Inc. 24,899$797,0000.46%
Purus Wealth Management, LLC 14,842$511,0000.43%
Financial Advocates Investment Management 71,230$2,452,0000.17%
MARINER INDEPENDENT ADVISOR NETWORK, LLC 72,382$2,488,0000.13%
Wealthcare Advisory Partners LLC 45,720$1,574,0000.11%
View complete list of SPDR SER TR shareholders