Tanglewood Legacy Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is PSK and the CUSIP is 78464A292. A total of 162 filers reported holding SPDR SER TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Tanglewood Legacy Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$54,322
-2.7%
1,6010.0%0.03%
-7.1%
Q1 2024$55,827
+4.0%
1,6010.0%0.03%
-3.4%
Q4 2023$53,666
+3.3%
1,6010.0%0.03%
-6.5%
Q3 2023$51,968
-3.0%
1,6010.0%0.03%0.0%
Q2 2023$53,585
-1.4%
1,6010.0%0.03%
-11.4%
Q1 2023$54,370
+3.5%
1,6010.0%0.04%
-5.4%
Q4 2022$52,5451,6010.04%
Other shareholders
SPDR SER TR shareholders Q2 2024
NameSharesValueWeighting ↓
Chessman Wealth Strategies RIA 241,913$10,313,0009.07%
INVESTMENT PARTNERS, LTD. 37,695$4,558,0002.53%
Strategic Wealth Partners, Ltd. 102,040$4,350,0002.32%
NewSquare Capital LLC 219,315$9,349,0001.78%
Diligent Investors, LLC 65,932$2,811,0001.54%
Stonehearth Capital Management, LLC 41,275$1,760,0001.34%
SWS Partners 38,807$1,654,0001.05%
Allworth Financial LP 436,769$18,619,0000.84%
Windsor Capital Management, LLC 35,354$1,507,0000.68%
1834 INVESTMENT ADVISORS CO 82,522$3,518,0000.51%
View complete list of SPDR SER TR shareholders