WEALTH ENHANCEMENT ADVISORY SERVICES, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 510 filers reported holding SPDR SER TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$11,470,977
+0.1%
386,228
+0.3%
0.03%
-10.0%
Q1 2024$11,461,570
+1.5%
385,004
+1.5%
0.03%
-9.1%
Q4 2023$11,292,694
+1.3%
379,204
-0.2%
0.03%
-10.8%
Q3 2023$11,144,246380,0900.04%
Other shareholders
SPDR SER TR shareholders Q2 2024
NameSharesValueWeighting ↓
Hirtle Callaghan & Co LLC 6,368,526$199,334,00011.65%
IRON Financial LLC 735,567$23,023,00010.77%
Cedar Mountain Advisors, LLC 808,487$25,306,0008.36%
TPG Financial Advisors, LLC 375,441$11,751,0008.25%
Sunflower Bank, N.A. 1,534,345$48,025,0007.38%
Great Point Wealth Advisors, LLC 638,180$19,975,0006.97%
MTC Wealth Management LLC 253,783$7,943,387,0006.84%
Rodgers & Associates, LTD 1,300,058$40,692,0006.54%
Buckingham Capital Management, Inc. 1,279,049$40,034,0006.47%
Baystate Wealth Management LLC 2,074,540$64,933,0006.42%
View complete list of SPDR SER TR shareholders