Wealth Enhancement & Preservation of GA, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 494 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.04 and the average weighting 1.1%.

Quarter-by-quarter ownership
Wealth Enhancement & Preservation of GA, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2020$6,734,000
-51.9%
178,017
-60.0%
8.36%
-37.1%
Q1 2020$13,990,000
-47.9%
444,880
-34.0%
13.28%
-3.2%
Q4 2019$26,855,000673,78313.72%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Weitzel Financial Services, Inc. 665,359$32,403,00024.18%
TRH Financial, LLC 852,772$39,304,00022.59%
Financial Strategies Group, Inc. 722,009$33,277,00018.55%
Blueprint Investment Partners LLC 380$17,507,00014.17%
Shepherd Financial Partners LLC 1,317,574$60,717,00013.85%
Boston Standard Wealth Management, LLC 751,054$34,616,000,00012.89%
Annex Advisory Services, LLC 2,529,359$116,578,00011.42%
Rosenberg Matthew Hamilton 373,647$17,221,00010.75%
SENTINEL PENSION ADVISORS INC 628,118$28,950,00010.59%
Leicht Financial Planning & Wealth Management, Inc. 328,152$15,127,00010.25%
View complete list of SPDR SER TR shareholders