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 ↓
Professional Financial Advisors, LLC 1,247,911$65,502,85129.64%
Weitzel Financial Services, Inc. 701,237$36,431,73021.28%
Royal Harbor Partners, LLC 669,300$35,131,55718.29%
Asset Management Resources, LLC 544,354$28,573,16517.74%
Financial Strategies Group, Inc. 906,044$48,446,19615.28%
Rinkey Investments 635,106$33,336,71415.27%
Treasure Coast Financial Planning 398,340$20,908,87114.52%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 760,206$39,903,20713.55%
Wall Capital Group, Inc. 164,930$8,761,10412.45%
Shepherd Financial Partners LLC 1,477,104$77,533,29112.16%
View complete list of SPDR SER TR shareholders