True Wealth Design, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is QUS and the CUSIP is 78468R812. A total of 127 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
True Wealth Design, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$434,569
-27.7%
3,601
-26.3%
0.14%
-34.1%
Q2 2023$601,029
-4.8%
4,888
-10.3%
0.22%
-17.0%
Q1 2023$631,587
+5.1%
5,4480.0%0.26%
-4.7%
Q4 2022$600,9695,4480.28%
Other shareholders
SPDR SER TR shareholders Q1 2023
NameSharesValueWeighting ↓
Tolleson Wealth Management, Inc. 1,003,695$104,856,00034.74%
AFFINIA FINANCIAL GROUP, LLC 143,210$14,961,00010.40%
Great Point Wealth Advisors, LLC 182,365$19,051,0008.18%
Financial Insights, Inc. 100,693$10,519,0008.15%
Sage Mountain Advisors LLC 206,016$21,522,0007.04%
Financial Strategies Group, Inc. 72,728$7,598,0004.24%
SFMG, LLC 290,312$30,329,0003.85%
Continuum Advisory, LLC 71,752$7,496,0003.41%
Garrett Wealth Advisory Group, LLC 39,474$4,124,0003.10%
Andesa Financial Management Inc. 43,897$4,587,0003.01%
View complete list of SPDR SER TR shareholders