WBH ADVISORY INC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTI and the CUSIP is 78464A672. A total of 262 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 28.41 and the average weighting 0.7%.

Quarter-by-quarter ownership
WBH ADVISORY INC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2023$234,414
-82.8%
8,100
-83.3%
0.03%
-85.3%
Q3 2022$1,363,000
-6.5%
48,437
-2.1%
0.20%
+1.0%
Q2 2022$1,458,000
-32.9%
49,495
-32.5%
0.20%
-27.0%
Q1 2022$2,173,000
+513.8%
73,294
+564.2%
0.27%
+567.5%
Q4 2021$354,00011,0350.04%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Wela Strategies, Inc. 734,098$20,73111.64%
Boyd Wealth Management, LLC 498,103$14,066,42310.33%
O'Brien Wealth Partners LLC 773,779$21,851,5268.68%
Beacon Bridge Wealth Partners, LLC 374,134$10,565,5447.68%
Onyx Bridge Wealth Group LLC 635,812$18,254,1667.42%
Flagstone Financial Management 414,433$11,703,6007.13%
US FINANCIAL ADVISORS, LLC 465,021$13,132,2036.59%
S. R. Schill & Associates 450,444$12,720,5346.34%
STEPHENS GROUP ASSET MANAGEMENT, LLC 1,761,609$49,747,8385.66%
Municipal Employees' Retirement System of Michigan 10,499,797$296,5144.79%
View complete list of SPDR SER TR shareholders