Leicht Financial Planning & Wealth Management, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SPTI and the CUSIP is 78464A672. A total of 257 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.51 and the average weighting 0.8%.

Quarter-by-quarter ownership
Leicht Financial Planning & Wealth Management, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$20,930,429
-0.2%
760,277
+2.6%
12.92%
+2.0%
Q2 2023$20,962,016
+12.0%
740,969
+14.6%
12.66%
+9.9%
Q1 2023$18,716,635
+272.9%
646,739
+263.9%
11.52%
+242.3%
Q4 2022$5,019,378
+1.6%
177,740
+1.2%
3.37%
-4.8%
Q3 2022$4,941,000
-8.0%
175,663
-3.6%
3.53%
-2.8%
Q2 2022$5,369,000
-4.9%
182,188
-2.3%
3.64%
+8.1%
Q1 2022$5,647,000
-4.2%
186,436
+1.4%
3.36%
+0.0%
Q4 2021$5,892,000
-39.6%
183,848
-38.6%
3.36%
-42.6%
Q3 2021$9,754,000
+3.8%
299,486
+3.9%
5.86%
+2.6%
Q2 2021$9,399,000
+2.6%
288,316
+0.9%
5.71%
-3.8%
Q1 2021$9,165,000
+2.6%
285,705
+5.8%
5.93%
-2.0%
Q4 2020$8,930,000
-5.7%
270,136
-5.2%
6.05%
-13.9%
Q3 2020$9,471,000
-5.4%
285,028
-5.5%
7.03%
-11.5%
Q2 2020$10,008,000
-49.3%
301,624
-49.4%
7.95%
-58.4%
Q1 2020$19,758,000
+632.9%
596,359
+584.2%
19.10%
+678.4%
Q4 2019$2,696,00087,1622.45%
Other shareholders
SPDR SER TR shareholders Q2 2023
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 1,142,788$67,070,0007.18%
Legacy Private Trust Co. 475,443$27,904,0003.33%
Stadion Money Management, LLC 616,487$36,182,0001.29%
STEPHENS INC /AR/ 574,143$33,696,0001.02%
Moisand Fitzgerald Tamayo, LLC 29,387$1,725,0001.00%
SIGNET FINANCIAL MANAGEMENT, LLC 85,089$4,994,0000.88%
FLOW TRADERS U.S. LLC 101,329$5,947,0000.58%
West Coast Financial LLC 25,391$1,490,0000.41%
Snowden Capital Advisors LLC 29,875$1,753,3640.23%
Charles Schwab Investment Advisory, Inc. 2,077,068$121,903,0000.22%
View complete list of SPDR SER TR shareholders