SPDR SER TR shareholders Q3 2023

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 508 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Walker Financial Services, Inc. 833,827$24,447,79823.76%
Advocacy Wealth Management Services, LLC 3,559,995$104,379,05611.61%
Flagstone Financial Management 815,069$23,897,79410.93%
Coulter & Justus Financial Services, LLC 465,568$13,650,4519.93%
Obsidian Personal Planning Solutions LLC 393,722$11,543,9309.86%
CAPITAL WEALTH MANAGEMENT, LLC 584,486$17,137,1309.40%
Concord Wealth Partners 1,105,607$32,416,3926.89%
Litman Gregory Wealth Management LLC 2,109,966$61,864,1996.38%
Rodgers & Associates, LTD 1,390,202$40,760,7256.16%
Cedar Mountain Advisors, LLC 699,699$20,515,1696.05%
Coury Firm Asset Management LLC 122,572$3,593,8115.74%
Revisor Wealth Management LLC 229,194$6,719,9685.71%
Cherry Tree Wealth Management, LLC 647,575$18,986,9025.56%
RED CEDAR INVESTMENT MANAGEMENT, LLC 1,219,847$35,765,9145.47%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 947,138$27,770,0865.44%
Buckingham Capital Management, Inc. 1,180,905$34,624,1275.28%
Oakworth Capital, Inc. 1,959,857$57,463,0075.22%
Windham Capital Management, LLC 405,732$11,896,0664.79%
Whitcomb & Hess, Inc. 434,165$12,729,7244.76%
MCF Advisors LLC 1,572,782$46,113,9784.16%
External links

This page lists SPDR SER TR's shareholders in Q3 2023. To view SPDR SER TR's shareholder history, click here.