Rooted Wealth Advisors, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 328 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 6.00 and the average weighting 0.5%.

Quarter-by-quarter ownership
Rooted Wealth Advisors, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$234
-88.7%
7,970
-88.2%
0.16%
-89.7%
Q1 2023$2,070
+1.4%
67,733
-3.7%
1.54%
-10.3%
Q4 2022$2,04270,3481.71%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Strategic Wealth Investment Group, LLC 1,411,264$59,485,00015.47%
Frontier Asset Management, LLC 354,755$14,953,00011.02%
SHEPHERD KAPLAN KROCHUK, LLC 619,260$26,102,0009.40%
AllGen Financial Advisors, Inc. 259,892$10,954,4368.12%
Nan Shan Life Insurance Co., Ltd. 9,256,900$390,178,0005.92%
O'Brien Wealth Partners LLC 402,098$15,855,0005.50%
Intelligence Driven Advisers, LLC 678,987$27,506,0005.05%
ISLAY CAPITAL MANAGEMENT, LLC 149,369$6,296,0004.76%
Tradewinds Capital Management, LLC 529,194$22,306,0003.42%
S. R. Schill & Associates 161,290$6,798,0002.71%
View complete list of SPDR SER TR shareholders