SPDR SER TR shareholders Q3 2023

SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 665 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.

SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 1,054,340$38,905,1452.89%
AllGen Financial Advisors, Inc. 108,178$3,991,7812.84%
Aspire Private Capital, LLC 214,581$7,918,0662.58%
Legend Financial Advisors, Inc. 80,920$2,985,9592.55%
Sterling Investment Advisors, Ltd. 74,944$7,069,4772.47%
Warren Street Wealth Advisors, LLC 98,332$3,628,4482.40%
Financial Insights, Inc. 192,328$6,687,2472.39%
Mitsubishi UFJ Asset Management (UK) Ltd. 90,585$3,3432.35%
CARY STREET PARTNERS ASSET MANAGEMENT LLC 333,493$12,305,8922.30%
PCG Wealth Advisors, LLC 93,873$3,463,9552.27%
Good Life Advisors, LLC 528,128$19,488,0142.23%
Merit Financial Group, LLC 1,826,411$67,394,5772.20%
FIDUCIENT ADVISORS LLC 1,018,993$37,600,8412.12%
PSI Advisors, LLC 128,690$4,748,6972.06%
Hibernia Wealth Partners, LLC 70,500$2,601,4632.01%
Allen Capital Group, LLC 311,349$11,333,1002.01%
WRAPMANAGER INC 169,726$6,262,8892.00%
Financial Engines Advisors L.L.C. 20,617,316$760,778,9652.00%
Ironwood Wealth Management, LLC. 129,485$4,777,9971.95%
Crestwood Advisors Group, LLC 1,989,407$73,409,1161.92%
External links

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