Orca Investment Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 458 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 3.76 and the average weighting 1.1%.

Quarter-by-quarter ownership
Orca Investment Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$257,096
+3.3%
4,898
+7.2%
0.28%
+5.2%
Q2 2023$248,791
+3.8%
4,570
-3.9%
0.27%
-7.8%
Q1 2023$239,694
-16.8%
4,753
-8.2%
0.29%
+25.1%
Q1 2022$288,000
+16.6%
5,178
+22.4%
0.24%
+15.8%
Q4 2021$247,0004,2290.20%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
Professional Financial Advisors, LLC 1,247,911$65,502,85129.64%
Weitzel Financial Services, Inc. 701,237$36,431,73021.28%
Royal Harbor Partners, LLC 669,300$35,131,55718.29%
Asset Management Resources, LLC 544,354$28,573,16517.74%
Financial Strategies Group, Inc. 906,044$48,446,19615.28%
Rinkey Investments 635,106$33,336,71415.27%
Treasure Coast Financial Planning 398,340$20,908,87114.52%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 760,206$39,903,20713.55%
Wall Capital Group, Inc. 164,930$8,761,10412.45%
Shepherd Financial Partners LLC 1,477,104$77,533,29112.16%
View complete list of SPDR SER TR shareholders