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 ↓
Private Wealth Group, LLC 961,741$31,949,00026.23%
Wela Strategies, Inc. 640,565$21,280,00013.54%
Municipal Employees' Retirement System of Michigan 13,211,396$438,883,00010.97%
Leicht Financial Planning & Wealth Management, Inc. 301,624$10,008,0007.95%
Clark Capital Management Group, Inc. 12,332,227$409,677,0007.66%
STEPHENS GROUP ASSET MANAGEMENT, LLC 1,429,448$47,458,0007.20%
S. R. Schill & Associates 345,038$11,462,0006.67%
Horst & Graben Wealth Management LLC 446,442$14,831,0006.51%
Menard Financial Group LLC 141,920$4,715,0005.90%
FormulaFolio Investments, LLC 4,218,882$140,151,0005.71%
View complete list of SPDR SER TR shareholders