True Link Financial Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 388 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 1.18 and the average weighting 1.0%.

Quarter-by-quarter ownership
True Link Financial Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2021$63,000
+8.6%
1,071
-2.7%
0.01%0.0%
Q3 2021$58,000
-1.7%
1,101
-1.4%
0.01%
-11.1%
Q2 2021$59,000
-43.3%
1,117
-47.4%
0.01%
-40.0%
Q1 2021$104,000
-52.9%
2,124
-55.7%
0.02%
-57.1%
Q4 2020$221,0004,7900.04%
Other shareholders
SPDR SER TR shareholders Q2 2021
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