Compass Wealth Management LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 472 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.30 and the average weighting 1.1%.

Quarter-by-quarter ownership
Compass Wealth Management LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2023$49,841
+26.9%
853
+14.0%
0.01%
+16.7%
Q3 2023$39,275
-48.5%
748
-46.6%
0.01%
-47.8%
Q2 2023$76,313
-45.0%
1,402
-49.1%
0.02%
-47.7%
Q1 2023$138,850
+1.8%
2,753
-4.5%
0.04%
-2.2%
Q4 2022$136,3312,8830.04%
Other shareholders
SPDR SER TR shareholders Q4 2022
NameSharesValueWeighting ↓
Professional Financial Advisors, LLC 1,247,911$65,502,85129.64%
Weitzel Financial Services, Inc. 701,237$36,431,73021.28%
Royal Harbor Partners, LLC 669,300$35,131,55718.29%
Asset Management Resources, LLC 544,354$28,573,16517.74%
Financial Strategies Group, Inc. 906,044$48,446,19615.28%
Rinkey Investments 635,106$33,336,71415.27%
Treasure Coast Financial Planning 398,340$20,908,87114.52%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 760,206$39,903,20713.55%
Wall Capital Group, Inc. 164,930$8,761,10412.45%
Shepherd Financial Partners LLC 1,477,104$77,533,29112.16%
View complete list of SPDR SER TR shareholders