FORVIS Wealth Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTS and the CUSIP is 78468R101. A total of 323 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
FORVIS Wealth Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$519,286
-21.9%
18,081
-21.7%
0.02%
-15.8%
Q2 2023$665,222
-1.1%
23,106
+0.4%
0.02%
-13.6%
Q1 2023$672,816
-0.5%
23,018
-1.6%
0.02%
-8.3%
Q4 2022$676,055
-8.0%
23,401
-8.0%
0.02%
-20.0%
Q3 2022$735,000
-13.8%
25,427
-12.2%
0.03%
-14.3%
Q2 2022$853,00028,9460.04%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
First Trust Bank, Ltd. 431,260$12,385,78766.15%
Tilson Financial Group, Inc. 499,264$14,33911.27%
Better Money Decisions, LLC 438,529$12,594,54511.09%
DESTINY CAPITAL SECURITIES CORPORATION 376,026$10,799,4538.76%
Tri-Star Advisors Inc. 17,924$514,7878.72%
Meridian Financial Partners LLC 238,109$6,8226.98%
Treasure Coast Financial Planning 336,270$9,657,6746.70%
GM Advisory Group, LLC 2,740,122$78,696,2936.43%
First Affirmative Financial Network 221,914$6,373,3696.24%
Municipal Employees' Retirement System of Michigan 13,165,238$378,1065.26%
View complete list of SPDR SER TR shareholders