True Wealth Design, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 494 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.04 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 Q3 2023
NameSharesValueWeighting ↓
Professional Financial Advisors, LLC 1,099,323$51,986,96235.19%
Weitzel Financial Services, Inc. 708,267$33,493,97721.39%
Financial Strategies Group, Inc. 779,484$36,861,80015.31%
Rinkey Investments 494,284$23,374,69013.99%
Treasure Coast Financial Planning 391,902$18,533,00013.83%
Asset Management Resources, LLC 416,505$19,696,51513.38%
Shepherd Financial Partners LLC 1,436,852$67,948,89712.30%
Bridgewealth Advisory Group, LLC 120,620$5,704,10811.19%
VisionPoint Advisory Group, LLC 477,272$24,412,46310.10%
Winch Advisory Services, LLC 472,600$22,3499.53%
View complete list of SPDR SER TR shareholders