True Link Financial 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
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 Q1 2022
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