WealthOne, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTI and the CUSIP is 78464A672. A total of 262 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 28.41 and the average weighting 0.7%.

Quarter-by-quarter ownership
WealthOne, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$291,161
-69.6%
10,292
-68.9%
0.11%
-71.4%
Q1 2023$956,583
-25.5%
33,054
-14.5%
0.37%
-52.5%
Q2 2020$1,284,000
+46.2%
38,656
+172.0%
0.79%
+26.9%
Q2 2019$878,000
+12442.9%
14,213
+11944.9%
0.62%
+10250.0%
Q4 2018$7,0001180.01%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Boyd Wealth Management, LLC 503,370$15,247,00011.40%
Wela Strategies, Inc. 722,844$21,895,00011.24%
Municipal Employees' Retirement System of Michigan 20,924,766$633,811,0009.80%
Onyx Bridge Wealth Group LLC 725,375$21,558,0008.18%
Asset Management Resources, LLC 298,173$9,032,0007.30%
S. R. Schill & Associates 488,293$14,790,0006.22%
STEPHENS GROUP ASSET MANAGEMENT, LLC 1,823,204$55,225,0005.54%
O'Brien Wealth Partners LLC 449,505$13,251,0005.26%
MCMORGAN & CO LLC 793,897$24,047,0005.21%
Capasso Planning Partners LLC 233,458$7,071,0004.99%
View complete list of SPDR SER TR shareholders