CHANNEL WEALTH LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 508 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
CHANNEL WEALTH LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2023$2,192,493
+0.5%
73,623
-1.0%
1.04%
-15.2%
Q3 2023$2,181,379
+5.1%
74,399
+5.6%
1.22%
+2.3%
Q2 2023$2,074,902
+60.0%
70,479
+61.0%
1.19%
+42.9%
Q1 2023$1,296,93543,7710.84%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Walker Financial Services, Inc. 683,647$20,256,47120.88%
Signify Wealth 505,474$14,850,82613.00%
Advocacy Wealth Management Services, LLC 3,011,250$88,470,53211.69%
Coulter & Justus Financial Services, LLC 569,554$16,733,49811.37%
Astor Investment Management LLC 1,187,624$34,892,39710.67%
Sunflower Bank, N.A. 1,576,560$46,31910.08%
Flagstone Financial Management 536,776$15,770,4839.60%
PECAUT & CO. 616,555$18,114,3868.60%
Litman Gregory Wealth Management LLC 2,074,023$60,934,7938.51%
IRON Financial LLC 497,405$14,613,7608.39%
View complete list of SPDR SER TR shareholders