Spartan Planning & Wealth Management - SPDR SER TR ownership

SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 458 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 3.76 and the average weighting 1.1%.

Quarter-by-quarter ownership
Spartan Planning & Wealth Management ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$4,653,658
+108.4%
88,658
+87.8%
5.45%
+95.9%
Q4 2022$2,232,826
+13.5%
47,216
+5.8%
2.78%
+8.0%
Q3 2022$1,968,000
+6.7%
44,607
+12.5%
2.58%
+4.7%
Q2 2022$1,844,000
-100.0%
39,665
-74.9%
2.46%
-77.6%
Q1 2022$8,778,000,000157,93710.98%
Other shareholders
SPDR SER TR shareholders Q1 2022
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