Kathleen S. Wright Associates Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SPBO and the CUSIP is 78464A144. A total of 2 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.3%.

Quarter-by-quarter ownership
Kathleen S. Wright Associates Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$732,111
+22.9%
26,545
+28.6%
0.41%
+7.9%
Q2 2023$595,922
+2.3%
20,638
+3.7%
0.38%
-0.5%
Q1 2023$582,251
+20.3%
19,906
+16.6%
0.38%
+16.5%
Q4 2022$484,000
+69.8%
17,066
+66.2%
0.33%
+42.0%
Q3 2022$285,000
+16.8%
10,270
+24.4%
0.23%
+12.7%
Q2 2022$244,000
+90.6%
8,255
+106.6%
0.20%
+120.4%
Q1 2022$128,000
+276.5%
3,995
+306.8%
0.09%
+272.0%
Q4 2021$34,0009820.02%
Other shareholders
SPDR SER TR shareholders Q4 2023
NameSharesValueWeighting ↓
Financial Gravity Asset Management, Inc. 85,192$3,087,0002.83%
ECLECTIC ASSOCIATES INC /ADV 60,568$2,194,0002.08%
Stadion Money Management, LLC 1,086,897$39,372,0001.43%
Donald L. Hagan, LLC 33,207$1,203,0000.88%
Good Life Advisors, LLC 99,890$3,621,0000.85%
Purus Wealth Management, LLC 14,584$528,0000.47%
Moloney Securities Asset Management, LLC 37,580$1,361,0000.30%
Financial Advocates Investment Management 71,672$2,596,0000.18%
GeoWealth Management, LLC 26,979$976,0000.16%
KMG FIDUCIARY PARTNERS, LLC 14,732$530,0000.11%
View complete list of SPDR SER TR shareholders