ATLANTA FINANCIAL ASSOCIATES LLC /ADV - SPDR SER TR ownership

SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 364 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 0.76 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 Q1 2021
NameSharesValueWeighting ↓
Weitzel Financial Services, Inc. 665,359$32,403,00024.18%
TRH Financial, LLC 852,772$39,304,00022.59%
Financial Strategies Group, Inc. 722,009$33,277,00018.55%
Blueprint Investment Partners LLC 380$17,507,00014.17%
Shepherd Financial Partners LLC 1,317,574$60,717,00013.85%
Boston Standard Wealth Management, LLC 751,054$34,616,000,00012.89%
Annex Advisory Services, LLC 2,529,359$116,578,00011.42%
Rosenberg Matthew Hamilton 373,647$17,221,00010.75%
SENTINEL PENSION ADVISORS INC 628,118$28,950,00010.59%
Leicht Financial Planning & Wealth Management, Inc. 328,152$15,127,00010.25%
View complete list of SPDR SER TR shareholders