CASCADE INVESTMENT GROUP, INC. - SPDR SER TR ownership

SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 473 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.10 and the average weighting 1.1%.

Quarter-by-quarter ownership
CASCADE INVESTMENT GROUP, INC. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$4,730,393
-1.8%
90,120
+1.8%
4.46%
+1.2%
Q2 2023$4,819,547
+9.9%
88,530
+1.8%
4.41%
+1.9%
Q1 2023$4,384,301
+6.0%
86,938
-0.6%
4.32%
+0.4%
Q4 2022$4,134,63587,4314.30%
Other shareholders
SPDR SER TR shareholders Q1 2023
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