Portfolio Strategies, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 472 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.30 and the average weighting 1.1%.

Quarter-by-quarter ownership
Portfolio Strategies, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$28,987,392
-3.2%
552,254
+0.4%
5.59%
+3.3%
Q2 2023$29,941,960
+7.5%
549,999
-0.5%
5.41%
-0.4%
Q1 2023$27,857,876
+5.1%
552,542
-1.5%
5.43%
-8.2%
Q4 2022$26,513,390560,7655.91%
Other shareholders
SPDR SER TR shareholders Q4 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