Heirloom Wealth Management - SPDR SER TR ownership

SPDR SER TR's ticker is SPTI and the CUSIP is 78464A672. A total of 193 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Heirloom Wealth Management ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2022$446,000
-1.5%
15,023
-1.8%
0.36%
+15.9%
Q1 2022$453,000
-23.7%
15,301
-18.6%
0.32%
-38.1%
Q4 2021$594,00018,7910.51%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
Boyd Wealth Management, LLC 503,370$15,247,00011.40%
Wela Strategies, Inc. 722,844$21,895,00011.24%
Municipal Employees' Retirement System of Michigan 20,924,766$633,811,0009.80%
Onyx Bridge Wealth Group LLC 725,375$21,558,0008.18%
Asset Management Resources, LLC 298,173$9,032,0007.30%
S. R. Schill & Associates 488,293$14,790,0006.22%
STEPHENS GROUP ASSET MANAGEMENT, LLC 1,823,204$55,225,0005.54%
O'Brien Wealth Partners LLC 449,505$13,251,0005.26%
MCMORGAN & CO LLC 793,897$24,047,0005.21%
Capasso Planning Partners LLC 233,458$7,071,0004.99%
View complete list of SPDR SER TR shareholders