WFG Advisors, LP - 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
WFG Advisors, LP ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2015$51,000
+41.7%
839
+42.2%
0.02%
+36.4%
Q3 2015$36,000
+227.3%
590
+237.1%
0.01%
+266.7%
Q2 2015$11,000
+1000.0%
175
+1844.4%
0.00%
Q4 2014$1,00090.00%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
First Heartland Consultants, Inc. 58,297$1,868,418,00071.20%
Wela Strategies, Inc. 752,154$24,107,00011.91%
Municipal Employees' Retirement System of Michigan 20,924,766$670,639,00010.75%
Asset Management Resources, LLC 305,034$9,776,0008.56%
Boyd Wealth Management, LLC 239,795$7,685,0005.58%
STEPHENS GROUP ASSET MANAGEMENT, LLC 1,798,487$57,642,0005.52%
O'Brien Wealth Partners LLC 508,070$15,847,0005.50%
Capasso Planning Partners LLC 230,129$7,376,0005.39%
S. R. Schill & Associates 405,954$13,011,0005.19%
Onyx Bridge Wealth Group LLC 461,522$14,709,0004.96%
View complete list of SPDR SER TR shareholders