FirstPurpose Wealth LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPHY and the CUSIP is 78468R606. A total of 204 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
FirstPurpose Wealth LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,277,492
+158.0%
56,980
+162.8%
0.55%
+160.4%
Q2 2023$495,148
+138.6%
21,679
+140.1%
0.21%
+107.8%
Q1 2023$207,4869,0290.10%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 11,053,400$247,817,22813.91%
SAM Advisors, LLC 537,297$12,046,2055.23%
Hilltop Partners LLC 510,611$11,447,9014.82%
Strategic Financial Planning, Inc. 225,424$5,054,0074.66%
Atlas Private Wealth Advisors 1,076,824$24,142,5244.56%
DT Investment Partners, LLC 1,092,066$24,484,1192.97%
Syntegra Private Wealth Group, LLC 768,465$17,228,9782.71%
Kohmann Bosshard Financial Services, LLC 666,453$14,941,8712.57%
Capital Analysts, LLC 1,714,239$38,4332.14%
Municipal Employees' Retirement System of Michigan 6,034,761$135,2991.88%
View complete list of SPDR SER TR shareholders