SPDR SER TR shareholders Q3 2023

SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 494 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.04 and the average weighting 1.1%.

SPDR SER TR shareholders Q3 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%
Bridgewealth Advisory Group, LLC 180,873$9,494,01211.66%
Winch Advisory Services, LLC 504,435$26,4789.71%
Rosenberg Matthew Hamilton 553,207$29,037,8489.67%
Wealth Management Solutions, LLC 267,152$14,022,7949.62%
Astor Investment Management LLC 414,465$21,755,2778.19%
AIFG Consultants Ltd. 184,970$9,709,0958.05%
Aquire Wealth Advisors, LLC 361,803$18,991,0297.92%
Blueprint Investment Partners LLC 458,101$24,045,7717.73%
Ervin Investment Management, LLC 161,883$8,497,2197.12%
ARS Wealth Advisors Group, LLC 818,147$42,944,5397.04%
External links

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