ARS Wealth Advisors Group, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 393 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 3.45 and the average weighting 1.0%.

Quarter-by-quarter ownership
ARS Wealth Advisors Group, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$42,944,539
-1.6%
818,147
+2.1%
7.04%
+1.5%
Q2 2023$43,643,782
+5.7%
801,685
-2.1%
6.93%
-9.0%
Q1 2023$41,306,459
+9.0%
819,085
+2.2%
7.62%
+22.0%
Q4 2022$37,891,065
+4.1%
801,249
-2.9%
6.24%
+12.2%
Q3 2022$36,416,000
-5.2%
825,574
-0.2%
5.56%
+5.4%
Q2 2022$38,433,000
-18.6%
826,862
-2.6%
5.28%
-35.9%
Q1 2022$47,187,000
-4.7%
848,988
+0.2%
8.23%
-1.1%
Q4 2021$49,537,000
+11.1%
847,510
+0.8%
8.32%
+2.8%
Q3 2021$44,572,000841,1398.09%
Other shareholders
SPDR SER TR shareholders Q3 2021
NameSharesValueWeighting ↓
Professional Financial Advisors, LLC 1,247,911$65,502,85129.64%
Weitzel Financial Services, Inc. 701,237$36,431,73021.28%
Royal Harbor Partners, LLC 669,300$35,131,55718.29%
Asset Management Resources, LLC 544,354$28,573,16517.74%
Financial Strategies Group, Inc. 906,044$48,446,19615.28%
Rinkey Investments 635,106$33,336,71415.27%
Treasure Coast Financial Planning 398,340$20,908,87114.52%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 760,206$39,903,20713.55%
Wall Capital Group, Inc. 164,930$8,761,10412.45%
Shepherd Financial Partners LLC 1,477,104$77,533,29112.16%
View complete list of SPDR SER TR shareholders