Bridgewealth Advisory 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
Bridgewealth Advisory Group, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$9,494,012
+5.1%
180,873
+9.0%
11.66%
-20.6%
Q2 2023$9,035,899
+46.1%
165,979
+35.4%
14.68%
+28.8%
Q1 2023$6,183,928
+8.4%
122,624
+1.7%
11.40%
+1.9%
Q4 2022$5,704,108120,62011.19%
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