Opes Wealth Management LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 458 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 3.76 and the average weighting 1.1%.

Quarter-by-quarter ownership
Opes Wealth Management LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2022$206,000
-5.5%
3,712
-0.4%
0.07%
-1.5%
Q4 2021$218,000
+9.0%
3,727
-1.5%
0.07%
-4.2%
Q3 2021$200,000
-4.8%
3,783
-4.5%
0.07%
-9.0%
Q2 2021$210,0003,9600.08%
Other shareholders
SPDR SER TR shareholders Q1 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