GUARDIAN WEALTH ADVISORS, LLC / NC - SPDR SER TR ownership

SPDR SER TR's ticker is ROKT and the CUSIP is 78468R630. A total of 13 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
GUARDIAN WEALTH ADVISORS, LLC / NC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$7,879
-10.0%
2000.0%0.00%0.0%
Q2 2023$8,752
+7.2%
2000.0%0.00%0.0%
Q1 2023$8,164
+3.8%
2000.0%0.00%
-50.0%
Q4 2022$7,868
+12.4%
2000.0%0.00%
+100.0%
Q3 2022$7,0000.0%2000.0%0.00%0.0%
Q2 2022$7,0002000.00%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
OPTIMUM INVESTMENT ADVISORS 2,025$79,7710.04%
SYM FINANCIAL Corp 1,000$39,3930.01%
Realta Investment Advisors 204$8,9410.00%
GUARDIAN WEALTH ADVISORS, LLC / NC 200$7,8790.00%
Global Wealth Management Investment Advisory, Inc. 60$2,3640.00%
North Star Investment Management Corp. 355$13,9850.00%
MORGAN STANLEY 535$21,0750.00%
Choate Investment Advisors 319$12,5660.00%
Aptus Capital Advisors, LLC 200$7,8790.00%
BANK OF AMERICA CORP /DE/ 4,154$163,6390.00%
View complete list of SPDR SER TR shareholders