AXXCESS WEALTH MANAGEMENT, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 379 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
AXXCESS WEALTH MANAGEMENT, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$2,252,197
-2.5%
71,612
-0.4%
0.08%
-53.9%
Q2 2023$2,309,287
-35.6%
71,918
-34.9%
0.17%
-38.6%
Q1 2023$3,588,163
+1.9%
110,439
-0.2%
0.27%
-6.5%
Q4 2022$3,522,149
+920.9%
110,655
+905.4%
0.29%
+781.8%
Q3 2022$345,000
-78.5%
11,006
-76.6%
0.03%
-73.6%
Q1 2022$1,604,000
+3.3%
46,968
+9.4%
0.12%
+10.6%
Q4 2021$1,553,00042,9510.11%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
INTEGRATED CAPITAL MANAGEMENT, INC. 312,958$9,842,5148.70%
Astoria Portfolio Advisors LLC. 562,521$17,528,1648.46%
ERTS Wealth Advisors, LLC 1,106,393$34,796,0708.38%
Buckingham Capital Management, Inc. 1,736,209$54,603,7748.32%
Flagstone Financial Management 577,959$18,176,8188.31%
Burt Wealth Advisors 699,832$22,009,7166.76%
Cherry Tree Wealth Management, LLC 710,795$22,354,5146.55%
FIDELITY D & D BANCORP INC 172,353$5,420,5025.57%
Hofer & Associates. Inc 164,719$5,180,4025.31%
Leicht Financial Planning & Wealth Management, Inc. 270,111$8,495,0075.24%
View complete list of SPDR SER TR shareholders