Clearstead Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 380 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$63,297
+2959.3%
1,944
+2890.8%
0.00%
Q4 2022$2,069
+3.4%
650.0%0.00%
Q3 2022$2,0000.0%650.0%0.00%
Q2 2022$2,000
-99.1%
65
-98.9%
0.00%
-100.0%
Q3 2021$211,000
-0.5%
5,782
+0.1%
0.02%0.0%
Q2 2021$212,0005,7750.02%
Other shareholders
SPDR SER TR shareholders Q2 2022
NameSharesValueWeighting ↓
INTEGRATED CAPITAL MANAGEMENT, INC. 337,843$11,537,0009.48%
Wayfinding Financial, LLC 331,293$10,886,0009.10%
INTEGRAL INVESTMENT ADVISORS, INC. 377,721$12,899,0008.07%
Focused Wealth Management, Inc 1,210,751$41,347,0006.55%
Occidental Asset Management, LLC 709,398$24,226,0006.20%
1620 INVESTMENT ADVISORS, INC. 135,593$4,902,0005.34%
Adams Wealth Management 444,176$15,169,0004.97%
TRUEFG, LLC 312,397$10,668,0004.84%
Hofer & Associates. Inc 155,338$5,305,0004.67%
ERTS Wealth Advisors, LLC 464,050$15,847,0004.44%
View complete list of SPDR SER TR shareholders