True Wealth Design, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 473 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.10 and the average weighting 1.1%.

Quarter-by-quarter ownership
True Wealth Design, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$299,351
-3.6%
5,7030.0%0.10%
-12.3%
Q2 2023$310,472
+8.0%
5,7030.0%0.11%
-5.8%
Q1 2023$287,603
+6.6%
5,7030.0%0.12%
-3.2%
Q4 2022$269,6955,7030.12%
Other shareholders
SPDR SER TR shareholders Q1 2023
NameSharesValueWeighting ↓
Professional Financial Advisors, LLC 869,618$46,081,00026.39%
Financial Strategies Group, Inc. 761,759$40,366,00018.04%
TRH Financial, LLC 827,759$43,863,00017.26%
Shepherd Financial Partners LLC 1,363,222$72,229,00013.95%
Leicht Financial Planning & Wealth Management, Inc. 416,217$22,467,00013.49%
SENTINEL PENSION ADVISORS INC 734,487$38,920,00013.25%
Blueprint Investment Partners LLC 406,770$21,555,00010.76%
Astor Investment Management LLC 881,352$46,702,00010.38%
Rockbridge Investment Management, LCC 1,036,589$54,929,0009.08%
Annex Advisory Services, LLC 2,068,029$109,587,0008.96%
View complete list of SPDR SER TR shareholders