Blue Edge Capital, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 473 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.10 and the average weighting 1.1%.

Quarter-by-quarter ownership
Blue Edge Capital, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$838,337
-3.5%
15,971
+0.1%
0.18%
+0.6%
Q2 2023$869,042
+8.0%
15,963
+0.1%
0.18%
+0.6%
Q1 2023$804,308
-31.1%
15,949
-35.4%
0.17%
-34.6%
Q4 2022$1,168,15824,7020.27%
Other shareholders
SPDR SER TR shareholders Q1 2023
NameSharesValueWeighting ↓
Boston Standard Wealth Management, LLC 1,822,678$68,861,000,00031.11%
TRH Financial, LLC 801,612$30,934,00024.66%
Blueprint Investment Partners LLC 957,805$36,186,00023.05%
Financial Strategies Group, Inc. 707,432$26,727,00019.90%
Shepherd Financial Partners LLC 1,464,128$55,315,00015.00%
Annex Advisory Services, LLC 2,560,860$96,749,00013.49%
Lee Financial Group Hawaii, Inc. 343,651$12,983,00011.17%
Rosenberg Matthew Hamilton 367,390$13,880,00011.06%
Leicht Financial Planning & Wealth Management, Inc. 359,125$13,563,00010.77%
Barber Financial Group, Inc. 1,131,347$42,742,00010.23%
View complete list of SPDR SER TR shareholders