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

SPDR SER TR's ticker is SPTS and the CUSIP is 78468R101. A total of 263 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Congress Wealth Management LLC / DE / ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$344,984
-0.5%
12,012
-0.2%
0.01%
-12.5%
Q2 2023$346,602
-5.6%
12,039
-4.1%
0.01%
-11.1%
Q1 2023$367,041
-0.1%
12,557
-1.2%
0.01%0.0%
Q4 2022$367,249
-0.5%
12,712
-0.3%
0.01%
-10.0%
Q3 2022$369,000
-2.4%
12,754
-0.7%
0.01%0.0%
Q2 2022$378,000
-8.5%
12,848
-8.0%
0.01%
+11.1%
Q1 2022$413,000
-8.0%
13,960
-5.4%
0.01%0.0%
Q4 2021$449,00014,7510.01%
Other shareholders
SPDR SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
First Trust Bank, Ltd. 431,260$12,385,78766.15%
Tilson Financial Group, Inc. 499,264$14,33911.27%
Better Money Decisions, LLC 438,529$12,594,54511.09%
DESTINY CAPITAL SECURITIES CORPORATION 376,026$10,799,4538.76%
Tri-Star Advisors Inc. 17,924$514,7878.72%
Meridian Financial Partners LLC 238,109$6,8226.98%
Treasure Coast Financial Planning 336,270$9,657,6746.70%
GM Advisory Group, LLC 2,740,122$78,696,2936.43%
First Affirmative Financial Network 221,914$6,373,3696.24%
Municipal Employees' Retirement System of Michigan 13,165,238$378,1065.26%
View complete list of SPDR SER TR shareholders