McNaughton Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 288 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is 0.16 and the average weighting 1.6%.

Quarter-by-quarter ownership
McNaughton Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$211,220
-60.7%
4,024
-59.3%
0.14%
-59.3%
Q2 2023$538,031
-10.2%
9,883
-16.8%
0.34%
-13.6%
Q1 2023$599,361
-8.7%
11,885
-14.4%
0.40%
-11.4%
Q4 2022$656,574
+2.6%
13,884
-4.3%
0.45%
-4.5%
Q3 2022$640,000
-67.4%
14,513
-65.7%
0.47%
-66.2%
Q2 2022$1,965,000
-33.5%
42,273
-20.5%
1.39%
-27.8%
Q1 2022$2,957,000
-10.3%
53,201
-7.4%
1.92%
-9.9%
Q4 2021$3,297,000
+8.8%
57,439
+0.4%
2.14%
-0.4%
Q3 2021$3,031,000
-0.0%
57,201
-0.1%
2.14%
+0.8%
Q2 2021$3,032,000
+10.1%
57,248
+2.2%
2.13%
+0.8%
Q1 2021$2,755,000
+5.9%
56,012
-0.8%
2.11%
+1.3%
Q4 2020$2,601,000
+13.2%
56,438
+0.4%
2.08%
+3.5%
Q3 2020$2,298,000
+10.0%
56,211
+1.6%
2.01%
+3.8%
Q2 2020$2,090,000
+31.9%
55,324
+9.8%
1.94%
+14.5%
Q1 2020$1,584,000
+41.6%
50,372
+78.4%
1.69%
+62.4%
Q4 2019$1,119,00028,2431.04%
Other shareholders
SPDR SER TR shareholders Q4 2019
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