SPDR SER TR shareholders Q3 2023

SPDR SER TR's ticker is SPTI and the CUSIP is 78464A672. A total of 262 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 28.41 and the average weighting 0.7%.

SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Wela Strategies, Inc. 803,295$22,114,71113.22%
Leicht Financial Planning & Wealth Management, Inc. 760,277$20,930,42912.92%
Arcadia Wealth Management, LLC 566,055$15,583,48912.16%
Hibernia Wealth Partners, LLC 459,881$12,660,5099.80%
O'Brien Wealth Partners LLC 1,146,596$31,565,7959.05%
Astoria Portfolio Advisors LLC. 648,121$17,674,2608.53%
SENTINEL PENSION ADVISORS INC 1,139,074$31,358,7067.64%
Flagstone Financial Management 547,368$15,069,0346.89%
S. R. Schill & Associates 456,999$12,581,1786.11%
RFP Financial Group LLC 438,574$12,073,8865.31%
Arjuna Capital 486,570$13,395,2734.80%
Asset Management Resources, LLC 273,023$7,516,3184.67%
Beacon Bridge Wealth Partners, LLC 315,821$8,694,5594.59%
STEPHENS GROUP ASSET MANAGEMENT, LLC 1,354,396$37,286,5104.02%
US FINANCIAL ADVISORS, LLC 340,430$9,372,0463.89%
Portland Global Advisors LLC 769,609$21,1873.55%
SimpliFi, Inc. 251,076$6,912,1273.41%
Dentgroup LLC 153,803$4,234,1893.12%
Equita Financial Network, Inc. 176,045$4,8472.98%
PSI Advisors, LLC 247,771$6,821,1332.95%
External links

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