Collaborative Wealth Managment Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SPTS and the CUSIP is 78468R101. A total of 239 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Collaborative Wealth Managment Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$636,410
+20.8%
22,044
+21.0%
0.31%
+17.8%
Q1 2024$526,933
+112.3%
18,220
+113.2%
0.26%
+97.0%
Q4 2023$248,260
-22.0%
8,546
-22.8%
0.13%
-29.5%
Q3 2023$318,092
+1.0%
11,076
+1.3%
0.19%
+1.6%
Q2 2023$314,924
-39.0%
10,939
-38.0%
0.19%
-42.5%
Q1 2023$516,062
+70.4%
17,655
+68.4%
0.32%
+63.3%
Q4 2022$302,883
-0.7%
10,484
-0.6%
0.20%
-7.9%
Q3 2022$305,000
-7.3%
10,550
-5.6%
0.22%0.0%
Q2 2022$329,000
-53.0%
11,179
-51.4%
0.22%
-43.6%
Q4 2021$700,000
+49.6%
22,993
+45.6%
0.38%
+41.9%
Q1 2021$468,00015,7900.27%
Other shareholders
SPDR SER TR shareholders Q2 2021
NameSharesValueWeighting ↓
M. Kulyk & Associates, LLC 1,687,803$51,748,00019.32%
Municipal Employees' Retirement System of Michigan 25,603,639$785,008,00013.16%
Private Wealth Group, LLC 572,369$17,549,00012.53%
Nelson Capital Management, LLC 1,466,605$44,966,0009.62%
Better Money Decisions, LLC 282,543$8,663,0008.94%
Tempus Wealth Planning, LLC 234,180$7,180,0007.60%
Spectrum Planning & Advisory Services Inc. 220,952$6,774,0006.96%
Mach-1 Financial Group, LLC 266,753$8,178,0006.65%
Aries Wealth Management 476,110$14,598,0006.56%
LifeSteps Financial, Inc. 246,446$7,556,0006.31%
View complete list of SPDR SER TR shareholders