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 ↓
Boston Standard Wealth Management, LLC 1,822,678$68,861,000,00031.11%
TRH Financial, LLC 801,612$30,934,00024.66%
Blueprint Investment Partners LLC 957,805$36,186,00023.05%
Financial Strategies Group, Inc. 707,432$26,727,00019.90%
Shepherd Financial Partners LLC 1,464,128$55,315,00015.00%
Annex Advisory Services, LLC 2,560,860$96,749,00013.49%
Lee Financial Group Hawaii, Inc. 343,651$12,983,00011.17%
Rosenberg Matthew Hamilton 367,390$13,880,00011.06%
Leicht Financial Planning & Wealth Management, Inc. 359,125$13,563,00010.77%
Barber Financial Group, Inc. 1,131,347$42,742,00010.23%
View complete list of SPDR SER TR shareholders