Cassady Schiller Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTS and the CUSIP is 78468R101. A total of 323 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Cassady Schiller Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$53,046
-0.2%
1,8470.0%0.03%0.0%
Q2 2023$53,175
-1.5%
1,8470.0%0.03%
+16.0%
Q1 2023$53,988
+1.2%
1,8470.0%0.02%
-24.2%
Q4 2022$53,3601,8470.03%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Model Capital Management LLC 11,671,583$357,501,00084.70%
M. Kulyk & Associates, LLC 1,947,597$59,265,00015.33%
Municipal Employees' Retirement System of Michigan 24,441,491$743,755,00011.92%
TPG Financial Advisors, LLC 627,253$19,087,00011.69%
Better Money Decisions, LLC 361,219$10,992,0009.25%
Private Wealth Group, LLC 411,359$12,518,0008.48%
First Affirmative Financial Network 300,863$9,155,0008.36%
LifeSteps Financial, Inc. 303,327$9,230,0006.53%
MY Wealth Management Inc. 234,850$7,146,0006.28%
Spectrum Planning & Advisory Services Inc. 222,168$6,761,0006.15%
View complete list of SPDR SER TR shareholders