FSM Wealth Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 494 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.04 and the average weighting 1.1%.

Quarter-by-quarter ownership
FSM Wealth Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$213,869
-7.9%
4,074
-4.5%
0.11%
-6.9%
Q2 2023$232,197
+7.1%
4,264
-0.8%
0.12%
-7.9%
Q1 2023$216,806
+6.8%
4,299
+0.2%
0.13%
-12.5%
Q4 2022$202,9764,2920.14%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Professional Financial Advisors, LLC 1,099,323$51,986,96235.19%
Weitzel Financial Services, Inc. 708,267$33,493,97721.39%
Financial Strategies Group, Inc. 779,484$36,861,80015.31%
Rinkey Investments 494,284$23,374,69013.99%
Treasure Coast Financial Planning 391,902$18,533,00013.83%
Asset Management Resources, LLC 416,505$19,696,51513.38%
Shepherd Financial Partners LLC 1,436,852$67,948,89712.30%
Bridgewealth Advisory Group, LLC 120,620$5,704,10811.19%
VisionPoint Advisory Group, LLC 477,272$24,412,46310.10%
Winch Advisory Services, LLC 472,600$22,3499.53%
View complete list of SPDR SER TR shareholders