JOURNEY STRATEGIC WEALTH LLC - SPDR SER TR ownership

SPDR SER TR's ticker is EFIV and the CUSIP is 78468R531. A total of 62 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
JOURNEY STRATEGIC WEALTH LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$387,804
+1.0%
9,347
+4.8%
0.02%
+11.8%
Q2 2023$384,055
+11.0%
8,921
+1.6%
0.02%
-52.8%
Q1 2023$346,073
+29.6%
8,777
+20.5%
0.04%
+16.1%
Q4 2022$266,9757,2820.03%
Other shareholders
SPDR SER TR shareholders Q1 2023
NameSharesValueWeighting ↓
FLAGSHIP HARBOR ADVISORS, LLC 35,157$1,299,0000.15%
Merriman Wealth Management, LLC 33,056$1,221,0000.14%
Keystone Financial Group 15,061$557,0000.11%
Baltimore-Washington Financial Advisors, Inc. 21,333$788,0000.08%
BerganKDV Wealth Management, LLC 6,822$252,0000.03%
RAYMOND JAMES & ASSOCIATES 23,760$878,0000.00%
RMR Wealth Builders 78$3,0000.00%
OSAIC HOLDINGS, INC. 10$00.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
LPL Financial LLC 8,662$320,0000.00%
View complete list of SPDR SER TR shareholders