Modern Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPHY and the CUSIP is 78468R606. A total of 304 filers reported holding SPDR SER TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Modern Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$657,493
+14.6%
28,304
+14.3%
0.05%
-7.7%
Q1 2024$573,56624,7550.05%
Other shareholders
SPDR SER TR shareholders Q2 2024
NameSharesValueWeighting ↓
SAM Advisors, LLC 539,473$12,321,5675.12%
Strategic Financial Planning, Inc. 213,865$4,884,6754.32%
DT Investment Partners, LLC 1,069,632$24,344,8262.77%
Kohmann Bosshard Financial Services, LLC 638,454$14,582,2922.51%
Syntegra Private Wealth Group, LLC 706,583$16,138,3522.47%
Municipal Employees' Retirement System of Michigan 6,696,428$152,9462.18%
Mid-American Wealth Advisory Group, Inc. 110,081$2,517,5621.96%
Horizon Investment Services, LLC 124,742$2,849,1221.74%
HF Advisory Group, LLC 94,655$2,161,9211.71%
Stonebridge Financial Planning Group, LLC 117,933$2,693,5851.64%
View complete list of SPDR SER TR shareholders