JOURNEY STRATEGIC WEALTH LLC - SPDR SER TR ownership

SPDR SER TR's ticker is EFIV and the CUSIP is 78468R531. A total of 74 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q2 2023
NameSharesValueWeighting ↓
RETIREMENT CAPITAL STRATEGIES 123,255$5,114,0952.40%
Koss-Olinger Consulting, LLC 231,762$9,616,0001.42%
Baltimore-Washington Financial Advisors, Inc. 351,685$14,592,0931.18%
Bank of Italy 771,136$31,9961.02%
OmniStar Financial Group, Inc. 12,034$501,5370.60%
Blue Edge Capital, LLC 61,156$2,537,4790.53%
US FINANCIAL ADVISORS, LLC 28,170$1,168,8240.49%
Integrated Wealth Concepts LLC 521,253$21,627,7910.38%
Armbruster Capital Management, Inc. 35,750$1,483,3350.38%
Warren Street Wealth Advisors, LLC 11,822$490,5170.32%
View complete list of SPDR SER TR shareholders