CAPSTONE WEALTH MANAGEMENT GROUP, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 528 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
CAPSTONE WEALTH MANAGEMENT GROUP, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$209,272
-1.8%
7,108
-1.2%
0.22%
-8.5%
Q1 2023$213,066
+4.0%
7,191
+3.1%
0.24%
+6.8%
Q4 2022$204,934
+1.5%
6,975
+0.9%
0.22%
-14.3%
Q3 2022$202,000
-1.0%
6,912
+0.5%
0.26%
+4.9%
Q2 2022$204,000
-20.0%
6,878
-18.8%
0.25%
-3.5%
Q1 2022$255,000
-95.6%
8,474
-95.4%
0.26%
-94.6%
Q4 2021$5,763,000186,0844.68%
Other shareholders
SPDR SER TR shareholders Q2 2023
NameSharesValueWeighting ↓
Sunflower Bank, N.A. 1,517,106$47,545,00018.86%
TPG Financial Advisors, LLC 467,340$14,646,00013.13%
Compass Financial Group, Inc. 417,619$13,088,00010.96%
Goodman Financial Corp 610,321$19,127,0009.56%
Cedar Mountain Advisors, LLC 691,430$21,669,0009.39%
Asset Planning Services, Ltd. 686,130$21,503,0009.29%
IRON Financial LLC 572,119$17,930,0009.24%
Occidental Asset Management, LLC 657,653$20,611,0009.12%
MBM Wealth Consultants, LLC 380,032$11,911,0008.40%
Baystate Wealth Management LLC 2,219,395$69,556,0008.14%
View complete list of SPDR SER TR shareholders