WR Wealth Planners, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 395 filers reported holding SPDR SER TR in Q2 2024. The put-call ratio across all filers is 0.04 and the average weighting 0.5%.

Quarter-by-quarter ownership
WR Wealth Planners, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$171,486
+2.3%
6,300
+5.0%
0.05%0.0%
Q1 2024$167,584
+3539.2%
5,998
+3794.8%
0.05%
+2500.0%
Q2 2023$4,605
-3.2%
1540.0%0.00%0.0%
Q1 2023$4,7561540.00%
Other shareholders
SPDR SER TR shareholders Q2 2024
NameSharesValueWeighting ↓
MASON STREET ADVISORS, LLC 3,700,000$100,714,00013.55%
R. W. Roge & Company, Inc. 464,998$12,6577.23%
Nan Shan Life Insurance Co., Ltd. 10,956,900$298,246,8187.05%
ERTS Wealth Advisors, LLC 1,107,915$30,157,4496.06%
Voya Financial Advisors, Inc. 1,871,527$51,766,4265.85%
Strategic Wealth Investment Group, LLC 1,501,317$40,070,1395.06%
Advocacy Wealth Management Services, LLC 2,187,692$59,548,9764.91%
One Day In July LLC 1,425,146$38,792,4784.84%
Municipal Employees' Retirement System of Michigan 12,764,462$347,4494.82%
O'Brien Wealth Partners LLC 765,444$20,835,3744.68%
View complete list of SPDR SER TR shareholders