COMPASS FINANCIAL ADVISORS LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPLB and the CUSIP is 78464A367. A total of 113 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
COMPASS FINANCIAL ADVISORS LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2023$421,570
+15.2%
17,848
+9.5%
0.54%
+8.5%
Q4 2022$365,957
+2.2%
16,301
-0.9%
0.49%
-7.3%
Q3 2022$358,000
-11.2%
16,454
-1.8%
0.53%
-3.1%
Q2 2022$403,000
-10.4%
16,748
+3.5%
0.55%
+10.5%
Q1 2022$450,000
-11.4%
16,178
+0.3%
0.50%
-11.1%
Q4 2021$508,00016,1240.56%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 358,581$7,616,2637.89%
Wayfinding Financial, LLC 207,339$4,3443.28%
Twelve Points Wealth Management LLC 307,864$6,539,0313.26%
Hedeker Wealth, LLC 309,151$6,566,3712.28%
Collaborative Wealth Managment Inc. 155,192$3,296,2761.97%
NYL Investors LLC 1,876,350$39,853,6741.63%
ROCKLAND TRUST CO 1,240,473$26,347,6471.59%
Legacy Financial Group LLC 269,162$5,717,004,0001.34%
VAN STRUM & TOWNE INC. 80,340$1,706,4220.72%
Elevated Capital Advisors, LLC 91,394$1,941,2110.66%
View complete list of SPDR SER TR shareholders