Western Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 384 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.7%.

Quarter-by-quarter ownership
Western Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2024$697,803
-23.4%
24,975
-20.4%
0.05%
-18.2%
Q4 2023$910,930
+96.2%
31,390
+76.8%
0.07%
+69.2%
Q3 2023$464,31317,7560.04%
Other shareholders
SPDR SER TR shareholders Q4 2023
NameSharesValueWeighting ↓
Knowledge Leaders Capital, LLC 217,388$8,919,00033.66%
Peak Capital Management LLC 695,830$28,550,00019.12%
Formidable Asset Management, LLC 160,293$6,577,0006.09%
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 2,300,000$94,369,0005.99%
Clarus Wealth Advisors 190,690$7,824,0005.72%
Tradewinds Capital Management, LLC 314,761$12,915,0005.12%
Financial Advisory Group 322,010$13,212,0003.66%
S. R. Schill & Associates 149,276$6,125,0003.41%
First Heartland Consultants, Inc. 372,288$15,275,0003.28%
Krilogy Financial LLC 424,147$17,403,0003.14%
View complete list of SPDR SER TR shareholders