Soltis Investment Advisors LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTS and the CUSIP is 78468R101. A total of 323 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Soltis Investment Advisors LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2021$734,0000.0%23,977
+0.0%
0.11%
-1.7%
Q2 2021$734,0000.0%23,967
+0.0%
0.12%
-13.4%
Q1 2021$734,000
-0.4%
23,956
-0.2%
0.13%
-2.2%
Q4 2020$737,000
+0.1%
24,013
+0.1%
0.14%
-20.8%
Q3 2020$736,0000.0%23,988
+0.1%
0.17%
-9.4%
Q2 2020$736,000
+0.7%
23,966
+0.7%
0.19%
-15.9%
Q1 2020$731,00023,8100.23%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
First Trust Bank, Ltd. 431,260$12,385,78766.15%
Tilson Financial Group, Inc. 499,264$14,33911.27%
Better Money Decisions, LLC 438,529$12,594,54511.09%
DESTINY CAPITAL SECURITIES CORPORATION 376,026$10,799,4538.76%
Tri-Star Advisors Inc. 17,924$514,7878.72%
Meridian Financial Partners LLC 238,109$6,8226.98%
Treasure Coast Financial Planning 336,270$9,657,6746.70%
GM Advisory Group, LLC 2,740,122$78,696,2936.43%
First Affirmative Financial Network 221,914$6,373,3696.24%
Municipal Employees' Retirement System of Michigan 13,165,238$378,1065.26%
View complete list of SPDR SER TR shareholders