Strategic Financial Concepts, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 453 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.6%.

Quarter-by-quarter ownership
Strategic Financial Concepts, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,884,020
+200.0%
43,024
+214.4%
0.64%
+175.3%
Q2 2023$627,95813,6840.23%
Other shareholders
SPDR SER TR shareholders Q2 2023
NameSharesValueWeighting ↓
WALLER FINANCIAL PLANNING GROUP, INC 693,518$33,788,2028.88%
CGN Advisors LLC 365,474$17,805,9012.47%
ST GERMAIN D J CO INC 258,628$12,600,3560.66%
CHEMUNG CANAL TRUST CO 60,994$2,971,6280.61%
Compass Wealth Management LLC 32,660$1,591,1960.44%
Curbstone Financial Management Corp 14,400$701,5680.16%
Pure Financial Advisors, LLC 73,731$3,592,1930.12%
WealthPLAN Partners, LLC 22,036$1,073,5940.11%
Apella Capital, LLC 6,418$304,1410.02%
M&R CAPITAL MANAGEMENT INC 791$38,5460.01%
View complete list of SPDR SER TR shareholders