ICA Group Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 404 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
ICA Group Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$387,687
+19.5%
12,327
+22.0%
0.11%
+34.6%
Q2 2023$324,415
+55.3%
10,103
+57.2%
0.08%
+62.0%
Q1 2023$208,860
+49.8%
6,428
+46.7%
0.05%
+51.5%
Q4 2022$139,4494,3810.03%
Other shareholders
SPDR SER TR shareholders Q2 2023
NameSharesValueWeighting ↓
INTEGRATED CAPITAL MANAGEMENT, INC. 617,653$20,407,00019.12%
Great Point Wealth Advisors, LLC 417,669$13,799,00013.05%
PARK AVENUE SECURITIES LLC 1,517,110$50,398,0007.73%
DeGreen Capital Management LLC 424,098$140,122,0007.67%
TPG Financial Advisors, LLC 194,565$6,428,0006.98%
ALLIANZ INVESTMENT MANAGEMENT LLC 2,000,000$66,080,0006.70%
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 1,175,935$38,853,0006.43%
WRAPMANAGER INC 498,613$16,474,0005.84%
Occidental Asset Management, LLC 255,770$8,451,0004.78%
Willow Creek Wealth Management Inc. 222,318$7,345,0003.90%
View complete list of SPDR SER TR shareholders