Strategic Financial Concepts, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTI and the CUSIP is 78464A672. A total of 262 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 28.41 and the average weighting 0.7%.

Quarter-by-quarter ownership
Strategic Financial Concepts, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$490,987
+13.7%
17,355
+16.4%
0.18%
+4.0%
Q1 2023$431,63814,9150.17%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Wela Strategies, Inc. 709,853$20,919,00012.27%
Onyx Bridge Wealth Group LLC 792,723$23,631,00010.53%
Boyd Wealth Management, LLC 387,600$11,423,0009.33%
Municipal Employees' Retirement System of Michigan 13,642,882$402,056,0007.42%
Asset Management Resources, LLC 275,685$8,124,0006.90%
S. R. Schill & Associates 457,126$13,471,0006.74%
STEPHENS GROUP ASSET MANAGEMENT, LLC 1,760,020$52,378,0006.07%
O'Brien Wealth Partners LLC 452,351$13,331,0005.57%
MCMORGAN & CO LLC 789,189$23,257,0005.21%
Seaside Wealth Management, Inc. 202,584$6,074,0004.60%
View complete list of SPDR SER TR shareholders