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 ↓
First Heartland Consultants, Inc. 58,297$1,868,418,00071.20%
Wela Strategies, Inc. 752,154$24,107,00011.91%
Municipal Employees' Retirement System of Michigan 20,924,766$670,639,00010.75%
Asset Management Resources, LLC 305,034$9,776,0008.56%
Boyd Wealth Management, LLC 239,795$7,685,0005.58%
STEPHENS GROUP ASSET MANAGEMENT, LLC 1,798,487$57,642,0005.52%
O'Brien Wealth Partners LLC 508,070$15,847,0005.50%
Capasso Planning Partners LLC 230,129$7,376,0005.39%
S. R. Schill & Associates 405,954$13,011,0005.19%
Onyx Bridge Wealth Group LLC 461,522$14,709,0004.96%
View complete list of SPDR SER TR shareholders