Colonial Trust Advisors - SPDR SER TR ownership

SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 472 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.30 and the average weighting 1.1%.

Quarter-by-quarter ownership
Colonial Trust Advisors ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2023$181,548
+6.6%
3,6000.0%0.02%0.0%
Q4 2022$170,244
-14.9%
3,6000.0%0.02%
-12.5%
Q1 2022$200,000
-4.8%
3,6000.0%0.02%
+4.3%
Q4 2021$210,0003,6000.02%
Other shareholders
SPDR SER TR shareholders Q4 2022
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