Tempus Wealth Planning, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 303 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.24 and the average weighting 0.9%.

Quarter-by-quarter ownership
Tempus Wealth Planning, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,075,100
-11.7%
41,113
+0.9%
0.54%
-2.0%
Q2 2023$1,217,910
+42.2%
40,733
+46.9%
0.55%
+31.3%
Q1 2023$856,395
+14.8%
27,733
+7.9%
0.42%
-7.5%
Q4 2022$745,839
-86.2%
25,692
-81.5%
0.45%
-90.5%
Q4 2019$5,401,000138,9614.76%
Other shareholders
SPDR SER TR shareholders Q1 2023
NameSharesValueWeighting ↓
Wealthsimple US, Ltd. 542,598$24,487,00013.39%
AllGen Financial Advisors, Inc. 318,654$14,380,84313.33%
Strategic Wealth Investment Group, LLC 466,563$21,056,00012.34%
SHEPHERD KAPLAN KROCHUK, LLC 650,147$29,341,00010.83%
IFS Advisors, LLC 250,068$11,285,0008.64%
Consolidated Planning Corp 219,524$9,907,0006.46%
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 2,427,000$109,530,0005.67%
ISLAY CAPITAL MANAGEMENT, LLC 101,861$4,597,0004.15%
First Heartland Consultants, Inc. 486,653$21,963,0003.65%
Genesee Capital Advisors, LLC 100,618$4,540,0002.97%
View complete list of SPDR SER TR shareholders