Retirement Group, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 296 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is 0.12 and the average weighting 1.3%.

Quarter-by-quarter ownership
Retirement Group, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$53,802
+1.4%
1,025
+5.1%
0.02%0.0%
Q2 2023$53,079
+1227.0%
975
+983.3%
0.02%
+1000.0%
Q3 2020$4,000
+33.3%
900.0%0.00%0.0%
Q2 2020$3,000900.00%
Other shareholders
SPDR SER TR shareholders Q2 2020
NameSharesValueWeighting ↓
Professional Financial Advisors, LLC 1,099,323$51,986,96235.19%
Weitzel Financial Services, Inc. 708,267$33,493,97721.39%
Financial Strategies Group, Inc. 779,484$36,861,80015.31%
Rinkey Investments 494,284$23,374,69013.99%
Treasure Coast Financial Planning 391,902$18,533,00013.83%
Asset Management Resources, LLC 416,505$19,696,51513.38%
Shepherd Financial Partners LLC 1,436,852$67,948,89712.30%
Bridgewealth Advisory Group, LLC 120,620$5,704,10811.19%
VisionPoint Advisory Group, LLC 477,272$24,412,46310.10%
Winch Advisory Services, LLC 472,600$22,3499.53%
View complete list of SPDR SER TR shareholders