Cerro Pacific Wealth Advisors LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 458 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 3.76 and the average weighting 1.1%.

Quarter-by-quarter ownership
Cerro Pacific Wealth Advisors LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2022$283,000
-5.0%
5,1000.0%0.17%
-8.5%
Q4 2021$298,000
+25.7%
5,100
+14.2%
0.19%
+10.5%
Q3 2021$237,000
+0.4%
4,4640.0%0.17%
-2.3%
Q2 2021$236,0004,4640.18%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
Professional Financial Advisors, LLC 1,099,323$51,986,96235.19%
Weitzel Financial Services, Inc. 708,267$33,493,97721.39%
Financial Strategies Group, Inc. 779,484$36,861,80015.31%
Rinkey Investments 494,284$23,374,69013.99%
Treasure Coast Financial Planning 391,902$18,533,00013.83%
Asset Management Resources, LLC 416,505$19,696,51513.38%
Shepherd Financial Partners LLC 1,436,852$67,948,89712.30%
Bridgewealth Advisory Group, LLC 120,620$5,704,10811.19%
VisionPoint Advisory Group, LLC 477,272$24,412,46310.10%
Winch Advisory Services, LLC 472,600$22,3499.53%
View complete list of SPDR SER TR shareholders