Prosperity Financial Group, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 557 filers reported holding SPDR SER TR in Q1 2024. The put-call ratio across all filers is 0.00 and the average weighting 1.1%.

Quarter-by-quarter ownership
Prosperity Financial Group, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$935,203
+18.0%
14,095
+14.1%
0.59%
+20.4%
Q1 2024$792,573
-1.4%
12,355
-10.2%
0.49%
-12.2%
Q4 2023$803,980
+122.5%
13,755
+99.8%
0.56%
+87.2%
Q3 2023$361,341
-11.8%
6,884
-8.5%
0.30%
-17.2%
Q2 2023$409,4987,5220.36%
Other shareholders
SPDR SER TR shareholders Q1 2024
NameSharesValueWeighting ↓
Weitzel Financial Services, Inc. 678,759$34,114,00023.85%
TRH Financial, LLC 863,078$42,455,00021.57%
Financial Strategies Group, Inc. 724,518$35,639,00018.46%
Blueprint Investment Partners LLC 462,455$22,748,00017.71%
Shepherd Financial Partners LLC 1,343,436$66,084,00014.63%
Leicht Financial Planning & Wealth Management, Inc. 427,454$21,026,00013.61%
SENTINEL PENSION ADVISORS INC. 721,494$35,490,00013.02%
Professional Financial Advisors, LLC 403,180$19,832,00012.32%
Annex Advisory Services, LLC 2,435,117$119,784,00011.53%
Rosenberg Matthew Hamilton 370,595$18,230,00010.40%
View complete list of SPDR SER TR shareholders