Congress Wealth Management LLC / DE / - SPDR SER TR ownership

SPDR SER TR's ticker is SPBO and the CUSIP is 78464A144. A total of 60 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Congress Wealth Management LLC / DE / ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$31,624,299
-31.8%
1,146,638
-28.6%
0.65%
-39.3%
Q2 2023$46,388,467
-3.4%
1,606,525
-2.1%
1.08%
-7.2%
Q1 2023$48,017,709
-24.7%
1,641,630
-26.9%
1.16%
-29.4%
Q4 2022$63,776,177
+102.5%
2,247,221
+98.2%
1.64%
+93.2%
Q3 2022$31,490,000
+8.1%
1,133,546
+15.1%
0.85%
+14.1%
Q2 2022$29,133,000
+1534.8%
985,197
+1669.6%
0.74%
+1807.7%
Q1 2022$1,782,000
-38.9%
55,675
-33.5%
0.04%
-32.8%
Q4 2021$2,915,00083,7510.06%
Other shareholders
SPDR SER TR shareholders Q3 2022
NameSharesValueWeighting ↓
Melone Private Wealth, LLC 169,171$5,155,0004.20%
Stadion Money Management, LLC 1,088,648$34,848,0001.98%
Wealthstar Advisors, LLC 95,468$3,058,0001.13%
ECLECTIC ASSOCIATES INC /ADV 51,555$1,650,0001.05%
CX Institutional 243,791$7,804,0000.62%
Good Life Advisors, LLC 151,524$4,850,0000.61%
ST GERMAIN D J CO INC 293,308$9,389,0000.53%
Advisor Resource Council 47,255$1,513,0000.46%
Laraway Financial Advisors Inc 13,890$445,0000.40%
Donald L. Hagan, LLC 15,928$510,0000.29%
View complete list of SPDR SER TR shareholders