WJ Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTI and the CUSIP is 78464A672. A total of 193 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
WJ Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2023$7,969,352
+1678.9%
275,375
+1869.1%
5.39%
+1911.2%
Q4 2021$448,000
-8.6%
13,985
-7.8%
0.27%
-17.8%
Q3 2021$490,000
-1.8%
15,170
-1.5%
0.33%
-78.9%
Q2 2021$499,000
-20.2%
15,407
-20.9%
1.55%
-20.5%
Q1 2021$625,000
-62.8%
19,487
-61.6%
1.94%
-62.8%
Q4 2020$1,679,000
-42.5%
50,777
-42.2%
5.22%
-44.7%
Q3 2020$2,919,000
-15.8%
87,822
-16.0%
9.45%
+288.6%
Q2 2020$3,468,000
+130.4%
104,507
+130.0%
2.43%
-55.1%
Q1 2020$1,505,00045,4355.42%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
Wela Strategies, Inc. 734,098$20,73111.64%
Boyd Wealth Management, LLC 498,103$14,066,42310.33%
O'Brien Wealth Partners LLC 773,779$21,851,5268.68%
Beacon Bridge Wealth Partners, LLC 374,134$10,565,5447.68%
Onyx Bridge Wealth Group LLC 635,812$18,254,1667.42%
Flagstone Financial Management 414,433$11,703,6007.13%
US FINANCIAL ADVISORS, LLC 465,021$13,132,2036.59%
S. R. Schill & Associates 450,444$12,720,5346.34%
STEPHENS GROUP ASSET MANAGEMENT, LLC 1,761,609$49,747,8385.66%
Municipal Employees' Retirement System of Michigan 10,499,797$296,5144.79%
View complete list of SPDR SER TR shareholders