PDS Planning, Inc - 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
PDS Planning, Inc ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,501,410
-1.9%
47,740
+0.2%
0.19%
-1.0%
Q2 2023$1,530,587
-10.5%
47,667
-9.5%
0.20%
-16.9%
Q1 2023$1,710,647
+2.1%
52,652
+0.0%
0.24%
-11.9%
Q4 2022$1,675,30852,6330.27%
Other shareholders
SPDR SER TR shareholders Q2 2023
NameSharesValueWeighting ↓
Marion Wealth Management 591,755$19,309,00010.12%
INTEGRATED CAPITAL MANAGEMENT, INC. 320,861$10,469,0009.60%
Occidental Asset Management, LLC 738,691$24,104,0007.15%
INTEGRAL INVESTMENT ADVISORS, INC. 248,446$8,107,0006.89%
1620 INVESTMENT ADVISORS, INC. 125,610$4,099,0005.65%
TRUEFG, LLC 321,546$10,492,0005.36%
Hofer & Associates. Inc 155,072$5,060,0005.27%
Adams Wealth Management 419,881$13,701,0005.19%
OLD SECOND NATIONAL BANK OF AURORA 521,494$17,017,0004.75%
Leicht Financial Planning & Wealth Management, Inc. 210,382$6,865,0004.65%
View complete list of SPDR SER TR shareholders