IHT Wealth Management, LLC - 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
IHT Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$589,585
-28.1%
21,416
-24.4%
0.03%
-36.2%
Q1 2023$819,515
+272.5%
28,318
+316.4%
0.05%
+235.7%
Q2 2021$220,000
+816.7%
6,801
+1579.3%
0.01%
+133.3%
Q1 2018$24,0000.0%4050.0%0.01%0.0%
Q4 2017$24,000
-40.0%
405
-38.6%
0.01%
-64.7%
Q3 2017$40,000
+135.3%
660
-60.4%
0.02%
+112.5%
Q2 2017$17,000
-61.4%
1,6650.0%0.01%
-72.4%
Q1 2017$44,000
-50.6%
1,665
+11.1%
0.03%
-56.7%
Q4 2016$89,0001,4990.07%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Wela Strategies, Inc. 709,853$20,919,00012.27%
Onyx Bridge Wealth Group LLC 792,723$23,631,00010.53%
Boyd Wealth Management, LLC 387,600$11,423,0009.33%
Municipal Employees' Retirement System of Michigan 13,642,882$402,056,0007.42%
Asset Management Resources, LLC 275,685$8,124,0006.90%
S. R. Schill & Associates 457,126$13,471,0006.74%
STEPHENS GROUP ASSET MANAGEMENT, LLC 1,760,020$52,378,0006.07%
O'Brien Wealth Partners LLC 452,351$13,331,0005.57%
MCMORGAN & CO LLC 789,189$23,257,0005.21%
Seaside Wealth Management, Inc. 202,584$6,074,0004.60%
View complete list of SPDR SER TR shareholders