Truepoint, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 494 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.04 and the average weighting 1.1%.

Quarter-by-quarter ownership
Truepoint, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$288,223
-3.8%
5,491
-0.3%
0.01%
-10.0%
Q2 2023$299,692
+27.5%
5,505
-6.8%
0.01%
-44.4%
Q4 2019$235,000
+9.3%
5,908
+1.0%
0.02%
-5.3%
Q3 2019$215,000
+6.4%
5,848
+5.6%
0.02%
+18.8%
Q2 2019$202,0005,5380.02%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Weitzel Financial Services, Inc. 665,359$32,403,00024.18%
TRH Financial, LLC 852,772$39,304,00022.59%
Financial Strategies Group, Inc. 722,009$33,277,00018.55%
Blueprint Investment Partners LLC 380$17,507,00014.17%
Shepherd Financial Partners LLC 1,317,574$60,717,00013.85%
Boston Standard Wealth Management, LLC 751,054$34,616,000,00012.89%
Annex Advisory Services, LLC 2,529,359$116,578,00011.42%
Rosenberg Matthew Hamilton 373,647$17,221,00010.75%
SENTINEL PENSION ADVISORS INC 628,118$28,950,00010.59%
Leicht Financial Planning & Wealth Management, Inc. 328,152$15,127,00010.25%
View complete list of SPDR SER TR shareholders