Brewster Financial Planning LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 472 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.30 and the average weighting 1.1%.

Quarter-by-quarter ownership
Brewster Financial Planning LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$286,281
-7.4%
5,454
-3.9%
0.29%
-4.0%
Q2 2023$309,056
-1.9%
5,677
-9.2%
0.30%
-5.4%
Q1 2023$315,188
+6.6%
6,2500.0%0.32%
+1.0%
Q4 2022$295,562
+7.1%
6,2500.0%0.31%
-2.8%
Q3 2022$276,000
-4.8%
6,2500.0%0.32%0.0%
Q2 2022$290,000
-23.7%
6,250
-8.6%
0.32%
-11.8%
Q1 2022$380,000
-5.0%
6,8380.0%0.36%
+0.3%
Q4 2021$400,0006,8380.36%
Other shareholders
SPDR SER TR shareholders Q4 2022
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