True Wealth Design, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTI and the CUSIP is 78464A672. A total of 262 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 28.41 and the average weighting 0.7%.

Quarter-by-quarter ownership
True Wealth Design, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$3,215,422
+21.7%
116,797
+25.1%
1.08%
+11.4%
Q2 2023$2,641,721
-11.3%
93,380
-9.3%
0.97%
-22.7%
Q1 2023$2,979,779
+4.7%
102,964
+2.2%
1.25%
-5.2%
Q4 2022$2,846,479100,7961.32%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Wela Strategies, Inc. 734,098$20,73111.64%
Boyd Wealth Management, LLC 498,103$14,066,42310.33%
O'Brien Wealth Partners LLC 773,779$21,851,5268.68%
Beacon Bridge Wealth Partners, LLC 374,134$10,565,5447.68%
Onyx Bridge Wealth Group LLC 635,812$18,254,1667.42%
Flagstone Financial Management 414,433$11,703,6007.13%
US FINANCIAL ADVISORS, LLC 465,021$13,132,2036.59%
S. R. Schill & Associates 450,444$12,720,5346.34%
STEPHENS GROUP ASSET MANAGEMENT, LLC 1,761,609$49,747,8385.66%
Municipal Employees' Retirement System of Michigan 10,499,797$296,5144.79%
View complete list of SPDR SER TR shareholders