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 ↓
Capasso Planning Partners LLC 244,357$12,826,2956.86%
RETIREMENT CAPITAL STRATEGIES 254,753$13,371,9696.26%
Solano Wealth Management, Inc. 170,178$8,932,6146.20%
Wealthquest Corp 891,251$46,781,8115.74%
Treynor Bancshares, Inc. 168,031$8,819,9475.60%
Portfolio Strategies, Inc. 552,254$28,987,3925.59%
Spartan Planning & Wealth Management 88,658$4,653,6585.45%
Equita Financial Network, Inc. 159,563$8,3755.15%
Wealthcare Advisory Partners LLC 2,104,656$110,473,3975.07%
Symphony Financial, Ltd. Co. 390,224$20,441,1925.01%
Capital Advisory Group Advisory Services, LLC 167,553$8,794,8834.99%
Summit Investment Advisory Services, LLC 126,371$6,633,1844.92%
Compass Financial Group, INC/SD 307,662$16,149,1814.83%
IRON Financial LLC 157,787$8,282,2264.81%
Boston Standard Wealth Management, LLC 341,618$17,932,0004.73%
SFG Wealth Management, LLC. 108,809$5,711,3924.54%
CASCADE INVESTMENT GROUP, INC. 90,120$4,730,3934.46%
Redwood Financial Network Corp 72,711$3,816,6114.04%
Aldebaran Financial Inc. 49,353$2,590,5494.04%
Winthrop Advisory Group LLC 468,302$24,581,1584.04%
External links

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