Congress Wealth Management LLC / DE / - SPDR SER TR ownership

SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 253 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Congress Wealth Management LLC / DE / ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2022$10,402,000
-11.3%
350,950
-1.0%
0.28%
-6.3%
Q2 2022$11,725,000
+3507.7%
354,557
+4022.8%
0.30%
+4185.7%
Q1 2022$325,000
-27.9%
8,600
-19.7%
0.01%
-22.2%
Q4 2021$451,00010,7090.01%
Other shareholders
SPDR SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
Wealthsimple US, Ltd. 542,598$24,487,00013.39%
AllGen Financial Advisors, Inc. 318,654$14,380,84313.33%
Strategic Wealth Investment Group, LLC 466,563$21,056,00012.34%
SHEPHERD KAPLAN KROCHUK, LLC 650,147$29,341,00010.83%
IFS Advisors, LLC 250,068$11,285,0008.64%
Consolidated Planning Corp 219,524$9,907,0006.46%
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 2,427,000$109,530,0005.67%
ISLAY CAPITAL MANAGEMENT, LLC 101,861$4,597,0004.15%
First Heartland Consultants, Inc. 486,653$21,963,0003.65%
Genesee Capital Advisors, LLC 100,618$4,540,0002.97%
View complete list of SPDR SER TR shareholders