Advisor OS, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 473 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.10 and the average weighting 1.1%.

Quarter-by-quarter ownership
Advisor OS, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$2,125,324
+11.2%
40,490
+15.3%
0.32%
+1.9%
Q2 2023$1,911,231
+310.4%
35,107
+280.2%
0.31%
+179.5%
Q1 2023$465,698
+28.6%
9,235
-3.5%
0.11%
-48.1%
Q2 2020$362,0009,5740.22%
Other shareholders
SPDR SER TR shareholders Q1 2023
NameSharesValueWeighting ↓
Professional Financial Advisors, LLC 1,247,911$65,502,85129.64%
Weitzel Financial Services, Inc. 701,237$36,431,73021.28%
Royal Harbor Partners, LLC 669,300$35,131,55718.29%
Asset Management Resources, LLC 544,354$28,573,16517.74%
Financial Strategies Group, Inc. 906,044$48,446,19615.28%
Rinkey Investments 635,106$33,336,71415.27%
Treasure Coast Financial Planning 398,340$20,908,87114.52%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 760,206$39,903,20713.55%
Wall Capital Group, Inc. 164,930$8,761,10412.45%
Shepherd Financial Partners LLC 1,477,104$77,533,29112.16%
View complete list of SPDR SER TR shareholders