West Wealth Group, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is PSK and the CUSIP is 78464A292. A total of 193 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
West Wealth Group, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$607,333
-5.7%
18,710
-2.7%
0.26%
-2.6%
Q2 2023$643,781
+4.4%
19,235
+5.9%
0.27%
-4.9%
Q1 2023$616,769
+23.0%
18,162
+18.9%
0.29%
+14.9%
Q4 2022$501,352
-4.3%
15,276
+1.5%
0.25%
-6.4%
Q3 2022$524,000
-19.1%
15,057
-16.8%
0.27%
-11.3%
Q2 2022$648,000
+44.0%
18,087
+56.6%
0.30%
+67.6%
Q1 2022$450,00011,5530.18%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
NewSquare Capital LLC 591,724$27,264,0006.49%
Prospera Financial Services Inc 437,196$20,144,0004.16%
INVESTMENT PARTNERS, LTD. 43,707$2,014,0002.01%
Steinberg Global Asset Management 174,436$8,037,0001.40%
Transamerica Financial Advisors, Inc. 290,805$13,400,0001.35%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 37,971$1,750,0000.82%
CWM, LLC 189,245$8,720,0000.64%
Regal Investment Advisors LLC 46,873$2,160,0000.59%
American Research & Management Co. 28,325$1,305,0000.50%
NEXT Financial Group, Inc 32,835$1,512,0000.48%
View complete list of SPDR SER TR shareholders