Baldrige Asset Management LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 451 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.00 and the average weighting 1.1%.

Quarter-by-quarter ownership
Baldrige Asset Management LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2023$250
+6.8%
4,9530.0%0.10%
-1.0%
Q4 2022$234
-99.9%
4,9530.0%0.10%0.0%
Q3 2022$218,000
-5.2%
4,9530.0%0.10%
-1.0%
Q2 2022$230,000
-16.4%
4,9530.0%0.10%
-6.2%
Q1 2022$275,000
-5.2%
4,9530.0%0.11%
-0.9%
Q4 2021$290,000
+10.7%
4,9530.0%0.11%
+3.7%
Q3 2021$262,0000.0%4,9530.0%0.11%
-4.4%
Q2 2021$262,000
+7.4%
4,9530.0%0.11%
-14.3%
Q1 2021$244,000
+7.0%
4,9530.0%0.13%
-1.5%
Q4 2020$228,000
+12.3%
4,9530.0%0.14%
-1.5%
Q3 2020$203,000
+0.5%
4,953
-2.3%
0.14%
-18.0%
Q4 2019$202,0005,0700.17%
Other shareholders
SPDR SER TR shareholders Q2 2022
NameSharesValueWeighting ↓
Boston Standard Wealth Management, LLC 1,782,426$53,455,000,00029.05%
AFFINIA FINANCIAL GROUP, LLC 763,892$24,024,00022.29%
Financial Strategies Group, Inc. 681,449$21,432,00019.41%
Shepherd Financial Partners LLC 1,462,404$45,989,00015.92%
Professional Financial Advisors, LLC 209,674$7,443,00013.45%
Wealth Enhancement & Preservation of GA, LLC 444,880$13,990,00013.28%
Lee Financial Group Hawaii, Inc. 367,057$11,544,00013.24%
Rosenberg Matthew Hamilton 418,911$13,175,00013.10%
Annex Advisory Services, LLC 2,428,840$76,387,00010.82%
Barber Financial Group, Inc. 1,080,181$33,972,00010.74%
View complete list of SPDR SER TR shareholders