WIN ADVISORS, INC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 473 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.10 and the average weighting 1.1%.

Quarter-by-quarter ownership
WIN ADVISORS, INC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2022$7,850
+12.1%
1660.0%0.00%0.0%
Q3 2022$7,000
-12.5%
1660.0%0.00%
-81.2%
Q2 2022$8,000
-93.9%
166
-92.9%
0.02%
-52.9%
Q1 2022$131,000
-98.9%
2,350
-98.9%
0.03%
-98.8%
Q4 2021$12,157,000207,9942.78%
Other shareholders
SPDR SER TR shareholders Q1 2023
NameSharesValueWeighting ↓
Professional Financial Advisors, LLC 1,099,323$51,986,96235.19%
Weitzel Financial Services, Inc. 708,267$33,493,97721.39%
Financial Strategies Group, Inc. 779,484$36,861,80015.31%
Rinkey Investments 494,284$23,374,69013.99%
Treasure Coast Financial Planning 391,902$18,533,00013.83%
Asset Management Resources, LLC 416,505$19,696,51513.38%
Shepherd Financial Partners LLC 1,436,852$67,948,89712.30%
Bridgewealth Advisory Group, LLC 120,620$5,704,10811.19%
VisionPoint Advisory Group, LLC 477,272$24,412,46310.10%
Winch Advisory Services, LLC 472,600$22,3499.53%
View complete list of SPDR SER TR shareholders