TrueWealth Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTS and the CUSIP is 78468R101. A total of 266 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
TrueWealth Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2023$251,812
-31.5%
8,615
-32.3%
0.11%
-34.2%
Q4 2022$367,628
-23.7%
12,725
-23.8%
0.16%
-29.4%
Q3 2022$482,000
-26.3%
16,689
-24.8%
0.23%
-25.0%
Q2 2022$654,000
-6.2%
22,193
-3.1%
0.30%
-2.9%
Q1 2022$697,0000.0%22,9070.0%0.31%0.0%
Q4 2021$697,00022,9070.31%
Other shareholders
SPDR SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
Private Wealth Group, LLC 1,211,024$37,203,00030.54%
AlphaStar Capital Management, LLC 2,637,515$80,972,00017.30%
Tempus Wealth Planning, LLC 348,611$10,709,00015.97%
Municipal Employees' Retirement System of Michigan 18,893,978$580,423,00014.50%
Great Point Wealth Advisors, LLC 797,164$24,488,00012.63%
Stonehearth Capital Management, LLC 509,061$15,633,293,00010.39%
Aries Wealth Management 447,560$13,749,0008.39%
Bruderman Asset Management, LLC 792,296$24,316,0008.05%
20/20 Capital Management, Inc. 676,009$20,767,0008.02%
SENTINEL PENSION ADVISORS INC. 613,459$18,845,0007.87%
View complete list of SPDR SER TR shareholders