MBM Wealth Consultants, 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
MBM Wealth Consultants, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$252,840
-3.7%
4,7850.0%0.11%
-1.8%
Q2 2023$262,457
+102023.3%
4,785
-12.8%
0.11%
+6.7%
Q1 2023$257
-0.8%
5,4900.0%0.10%
-12.5%
Q4 2022$259
-99.9%
5,490
-3.8%
0.12%
-3.2%
Q3 2022$258,000
-6.5%
5,705
-3.8%
0.12%
-8.1%
Q2 2022$276,000
-21.4%
5,933
-6.1%
0.14%
-7.5%
Q1 2022$351,000
-90.4%
6,316
-90.0%
0.15%
-90.4%
Q4 2021$3,674,000
+11.1%
62,850
+0.7%
1.52%
+1.0%
Q3 2021$3,308,000
+5.4%
62,421
+5.3%
1.51%
+2.5%
Q2 2021$3,139,000
+5.7%
59,255
-1.9%
1.47%
-2.4%
Q1 2021$2,971,000
+6.8%
60,412
+0.1%
1.51%
-0.4%
Q4 2020$2,783,000
+16.9%
60,376
+3.7%
1.52%
-0.3%
Q3 2020$2,380,000
+6.4%
58,200
-1.6%
1.52%
-3.6%
Q2 2020$2,236,000
+6.2%
59,173
-11.6%
1.58%
-9.5%
Q1 2020$2,106,000
-7.9%
66,963
+16.7%
1.74%
+2.8%
Q4 2019$2,287,000
+14.5%
57,367
+5.5%
1.70%
+8.0%
Q3 2019$1,997,000
+11.9%
54,365
+11.2%
1.57%
+5.8%
Q2 2019$1,784,000
+22.4%
48,868
+18.0%
1.48%
+16.0%
Q1 2019$1,457,000
+57.7%
41,413
+38.6%
1.28%
+41.8%
Q4 2018$924,00029,8830.90%
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