Retirement Group, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 16 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

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 Q4 2023
NameSharesValueWeighting ↓
Professional Financial Advisors, LLC 1,247,911$65,502,85129.64%
Weitzel Financial Services, Inc. 701,237$36,431,73021.28%
Royal Harbor Partners, LLC 669,300$35,131,55718.29%
Asset Management Resources, LLC 544,354$28,573,16517.74%
Financial Strategies Group, Inc. 906,044$48,446,19615.28%
Rinkey Investments 635,106$33,336,71415.27%
Treasure Coast Financial Planning 398,340$20,908,87114.52%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 760,206$39,903,20713.55%
Wall Capital Group, Inc. 164,930$8,761,10412.45%
Shepherd Financial Partners LLC 1,477,104$77,533,29112.16%
View complete list of SPDR SER TR shareholders