Sunburst Financial Group, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 489 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
Sunburst Financial Group, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,185,539
-3.6%
22,586
-0.0%
0.42%
-2.6%
Q2 2023$1,229,800
+75.2%
22,590
+62.3%
0.43%
+65.6%
Q1 2023$701,935
+8.2%
13,919
+1.5%
0.26%
+0.4%
Q4 2022$648,53513,7140.26%
Other shareholders
SPDR SER TR shareholders Q2 2023
NameSharesValueWeighting ↓
Boston Standard Wealth Management, LLC 1,822,678$68,861,000,00031.11%
TRH Financial, LLC 801,612$30,934,00024.66%
Blueprint Investment Partners LLC 957,805$36,186,00023.05%
Financial Strategies Group, Inc. 707,432$26,727,00019.90%
Shepherd Financial Partners LLC 1,464,128$55,315,00015.00%
Annex Advisory Services, LLC 2,560,860$96,749,00013.49%
Lee Financial Group Hawaii, Inc. 343,651$12,983,00011.17%
Rosenberg Matthew Hamilton 367,390$13,880,00011.06%
Leicht Financial Planning & Wealth Management, Inc. 359,125$13,563,00010.77%
Barber Financial Group, Inc. 1,131,347$42,742,00010.23%
View complete list of SPDR SER TR shareholders