StrategIQ Financial Group, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTS and the CUSIP is 78468R101. A total of 323 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
StrategIQ Financial Group, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$5,649,083
-0.4%
196,695
-0.2%
0.65%
+1.1%
Q2 2023$5,673,492
+1.4%
197,065
+3.0%
0.65%
+0.2%
Q1 2023$5,593,213
+64.5%
191,352
+62.6%
0.65%
+64.0%
Q4 2022$3,400,469117,7040.39%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Model Capital Management LLC 11,671,583$357,501,00084.70%
Capitol Family Office, Inc. 898,764$26,648,00021.46%
M. Kulyk & Associates, LLC 2,111,721$62,613,00017.10%
Wealth Advisors of Iowa, LLC 660,561$19,586,0009.81%
TPG Financial Advisors, LLC 526,856$15,621,0009.45%
Better Money Decisions, LLC 319,056$9,460,0008.87%
Municipal Employees' Retirement System of Michigan 19,320,342$572,848,0008.85%
First Affirmative Financial Network 310,359$9,202,0008.82%
Private Wealth Group, LLC 403,999$11,979,0008.81%
Spectrum Planning & Advisory Services Inc. 240,762$7,139,0006.53%
View complete list of SPDR SER TR shareholders