Selective Wealth Management, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 469 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 10.77 and the average weighting 1.1%.

Quarter-by-quarter ownership
Selective Wealth Management, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2022$39,000
-18.8%
881
-14.6%
0.02%0.0%
Q2 2022$48,000
-32.4%
1,032
-19.4%
0.02%
-34.6%
Q1 2022$71,000
-5.3%
1,2800.0%0.03%
-16.1%
Q4 2021$75,000
+167.9%
1,280
+145.2%
0.03%
+106.7%
Q3 2021$28,0005220.02%
Other shareholders
SPDR SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
Professional Financial Advisors, LLC 1,239,688$67,488,59234.88%
Weitzel Financial Services, Inc. 712,673$38,797,95522.03%
Asset Management Resources, LLC 596,195$32,456,87119.72%
Financial Strategies Group, Inc. 894,722$48,708,64415.58%
Rinkey Investments 592,286$32,244,05014.74%
Bridgewealth Advisory Group, LLC 165,979$9,035,89914.68%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 812,089$44,210,15014.67%
Treasure Coast Financial Planning 395,178$21,513,50314.54%
Rockbridge Investment Management, LCC 1,415,377$77,053,14513.55%
Shepherd Financial Partners LLC 1,488,684$81,043,93512.57%
View complete list of SPDR SER TR shareholders