ATLANTA FINANCIAL ASSOCIATES LLC /ADV - 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
ATLANTA FINANCIAL ASSOCIATES LLC /ADV ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2021$327,0000.0%7,0990.0%0.15%0.0%
Q4 2020$327,000
-35.4%
7,099
-42.6%
0.15%
-41.2%
Q3 2020$506,000
-10.0%
12,375
-16.8%
0.26%
-16.9%
Q2 2020$562,000
+20.1%
14,8750.0%0.31%
-15.4%
Q1 2020$468,00014,8750.37%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Boston Standard Wealth Management, LLC 1,782,426$53,455,000,00029.05%
AFFINIA FINANCIAL GROUP, LLC 763,892$24,024,00022.29%
Financial Strategies Group, Inc. 681,449$21,432,00019.41%
Shepherd Financial Partners LLC 1,462,404$45,989,00015.92%
Professional Financial Advisors, LLC 209,674$7,443,00013.45%
Wealth Enhancement & Preservation of GA, LLC 444,880$13,990,00013.28%
Lee Financial Group Hawaii, Inc. 367,057$11,544,00013.24%
Rosenberg Matthew Hamilton 418,911$13,175,00013.10%
Annex Advisory Services, LLC 2,428,840$76,387,00010.82%
Barber Financial Group, Inc. 1,080,181$33,972,00010.74%
View complete list of SPDR SER TR shareholders