Legacy Capital Wealth Partners, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 497 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.00 and the average weighting 1.1%.

Quarter-by-quarter ownership
Legacy Capital Wealth Partners, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$565,160
-43.6%
8,518
-50.3%
0.14%
-49.3%
Q4 2023$1,002,200
+2.1%
17,146
-8.3%
0.28%
+5.6%
Q3 2023$981,727
-7.3%
18,703
-10.9%
0.27%
-6.9%
Q1 2023$1,059,01921,0000.29%
Other shareholders
SPDR SER TR shareholders Q2 2023
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