Kathleen S. Wright Associates Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SPTI and the CUSIP is 78464A672. A total of 193 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Kathleen S. Wright Associates Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$16,188
-2.7%
5880.0%0.01%
-18.2%
Q2 2023$16,635
-2.2%
5880.0%0.01%0.0%
Q1 2023$17,017
+0.1%
5880.0%0.01%
-8.3%
Q4 2022$17,000
+466.7%
588
+411.3%
0.01%
+500.0%
Q3 2022$3,0000.0%1150.0%0.00%
-33.3%
Q2 2022$3,000
-82.4%
115
-79.4%
0.00%
-75.0%
Q1 2022$17,0005580.01%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
Wela Strategies, Inc. 734,098$20,73111.64%
Boyd Wealth Management, LLC 498,103$14,066,42310.33%
O'Brien Wealth Partners LLC 773,779$21,851,5268.68%
Beacon Bridge Wealth Partners, LLC 374,134$10,565,5447.68%
Onyx Bridge Wealth Group LLC 635,812$18,254,1667.42%
Flagstone Financial Management 414,433$11,703,6007.13%
US FINANCIAL ADVISORS, LLC 465,021$13,132,2036.59%
S. R. Schill & Associates 450,444$12,720,5346.34%
STEPHENS GROUP ASSET MANAGEMENT, LLC 1,761,609$49,747,8385.66%
Municipal Employees' Retirement System of Michigan 10,499,797$296,5144.79%
View complete list of SPDR SER TR shareholders