Buck Wealth Strategies, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 559 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Buck Wealth Strategies, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$5,251,479
+1.7%
179,109
+2.3%
2.11%
-5.7%
Q2 2023$5,164,802
+6.6%
175,099
+7.2%
2.24%
-5.2%
Q1 2023$4,846,458
+2.6%
163,294
+1.3%
2.36%
+7.0%
Q3 2022$4,725,615161,1742.21%
Other shareholders
SPDR SER TR shareholders Q4 2022
NameSharesValueWeighting ↓
Compass Financial Group, Inc. 368,292$11,251,00011.13%
Titan Capital Management, LLC /TX 342,777$10,472,00010.71%
Great Point Wealth Advisors, LLC 400,225$12,226,00010.38%
TPG Financial Advisors, LLC 343,224$10,451,00010.10%
Hirtle Callaghan & Co LLC 4,066,167$124,221,00010.07%
Asset Planning Services, Ltd. 653,722$19,971,0009.44%
Baystate Wealth Management LLC 2,037,831$62,175,0008.23%
Occidental Asset Management, LLC 526,614$16,088,0007.74%
NICOLET ADVISORY SERVICES, LLC 1,454,767$44,443,0007.54%
MBM Wealth Consultants, LLC 251,358$7,679,0006.73%
View complete list of SPDR SER TR shareholders