Kingdom Financial Group LLC. - SPDR SER TR ownership

SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 333 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 2.23 and the average weighting 0.7%.

Quarter-by-quarter ownership
Kingdom Financial Group LLC. ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$428,338
-7.9%
15,736
-5.5%
0.29%
-11.3%
Q1 2024$465,284
-8.0%
16,653
-4.4%
0.33%
-25.9%
Q4 2023$505,624
+26.9%
17,423
+14.3%
0.44%
+17.6%
Q3 2023$398,503
+17.6%
15,239
+34.4%
0.38%
+13.0%
Q2 2023$338,93811,3360.33%
Other shareholders
SPDR SER TR shareholders Q2 2023
NameSharesValueWeighting ↓
Knowledge Leaders Capital, LLC 217,388$8,919,00033.66%
Peak Capital Management LLC 695,830$28,550,00019.12%
Formidable Asset Management, LLC 160,293$6,577,0006.09%
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 2,300,000$94,369,0005.99%
Clarus Wealth Advisors 190,690$7,824,0005.72%
Tradewinds Capital Management, LLC 314,761$12,915,0005.12%
Financial Advisory Group 322,010$13,212,0003.66%
S. R. Schill & Associates 149,276$6,125,0003.41%
First Heartland Consultants, Inc. 372,288$15,275,0003.28%
Krilogy Financial LLC 424,147$17,403,0003.14%
View complete list of SPDR SER TR shareholders