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 ↓
HB Wealth Management, LLC 5,839$306,4890.01%
Spire Wealth Management 1,770$92,9070.00%
AVANTAX ADVISORY SERVICES, INC. 6,749$354,2540.00%
BANK OF AMERICA CORP /DE/ 632,117$33,179,8090.00%
PEAPACK GLADSTONE FINANCIAL CORP 4,250$2230.00%
MERCER GLOBAL ADVISORS INC /ADV 19,543$1,0260.00%
THRIVENT FINANCIAL FOR LUTHERANS 30,163$1,5830.00%
DAVENPORT & Co LLC 9,397$493,2490.00%
Realta Investment Advisors 206$11,2350.00%
CONGRESS ASSET MANAGEMENT CO /MA 6,590$345,9090.00%
TOTH FINANCIAL ADVISORY CORP 376$19,7370.00%
MONTAG A & ASSOCIATES INC 896$47,0320.00%
BOKF, NA 3,000$153,5700.00%
Orion Capital Management LLC 80$4,1990.00%
Envestnet Portfolio Solutions, Inc. 12,107$635,5210.00%
TWO SIGMA INVESTMENTS, LP 23,500$1,233,5150.00%
Lido Advisors, LLC 7,713$404,8620.00%
Moisand Fitzgerald Tamayo, LLC 288$15,1180.00%
UBS Group AG 181,829$9,544,2040.00%
RAYMOND JAMES & ASSOCIATES 73,767$3,872,0540.00%
External links

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