SPDR SER TR shareholders Q3 2023

SPDR SER TR's ticker is SPTS and the CUSIP is 78468R101. A total of 323 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 580,965$16,685,1412.98%
THEORY FINANCIAL LLC 167,985$4,824,5292.83%
ALTFEST L J & CO INC 621,397$17,8472.82%
Clear Creek Financial Management, LLC 552,781$15,875,8702.78%
Portland Global Advisors LLC 578,497$16,6142.78%
O'Brien Wealth Partners LLC 323,245$9,283,5962.66%
Altiora Financial Group, LLC 195,788$5,623,0322.61%
Lowe Wealth Advisors, LLC 167,806$4,819,3892.56%
Impact Partnership Wealth, LLC 275,426$7,910,2292.46%
Richard Bernstein Advisors LLC 3,822,486$109,781,7992.45%
Connective Portfolio Management, LLC 26,680$766,0002.33%
Willow Creek Wealth Management Inc. 511,162$14,680,5802.19%
Wescott Financial Advisory Group, LLC 406,135$11,664,1992.13%
Motley Fool Wealth Management, LLC 1,366,368$35,971,3712.08%
MY Wealth Management Inc. 71,527$2,054,2552.04%
1620 INVESTMENT ADVISORS, INC. 60,680$1,742,7301.97%
Tempus Wealth Planning, LLC 134,218$3,854,7411.93%
Austin Wealth Management, LLC 191,658$5,519,7501.71%
Centennial Wealth Advisory LLC 108,518$3,116,6481.68%
HBW ADVISORY SERVICES LLC 270,271$7,7621.62%
External links

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