Gibson Wealth Advisors LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 473 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.10 and the average weighting 1.1%.

Quarter-by-quarter ownership
Gibson Wealth Advisors LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2022$31,427
-93.2%
661,500
+6200.0%
0.60%
+13.7%
Q3 2022$463,000
-5.1%
10,5000.0%0.53%
-2.2%
Q2 2022$488,000
-16.4%
10,5000.0%0.54%
-8.7%
Q1 2022$584,000
-4.9%
10,5000.0%0.60%
-5.7%
Q4 2021$614,00010,5000.63%
Other shareholders
SPDR SER TR shareholders Q1 2023
NameSharesValueWeighting ↓
Boston Standard Wealth Management, LLC 1,822,678$68,861,000,00031.11%
TRH Financial, LLC 801,612$30,934,00024.66%
Blueprint Investment Partners LLC 957,805$36,186,00023.05%
Financial Strategies Group, Inc. 707,432$26,727,00019.90%
Shepherd Financial Partners LLC 1,464,128$55,315,00015.00%
Annex Advisory Services, LLC 2,560,860$96,749,00013.49%
Lee Financial Group Hawaii, Inc. 343,651$12,983,00011.17%
Rosenberg Matthew Hamilton 367,390$13,880,00011.06%
Leicht Financial Planning & Wealth Management, Inc. 359,125$13,563,00010.77%
Barber Financial Group, Inc. 1,131,347$42,742,00010.23%
View complete list of SPDR SER TR shareholders