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 ↓
Bensler, LLC 86,559$3,194,0330.62%
Shoker Investment Counsel, Inc. 38,043$1,403,8030.61%
McClarren Financial Advisors, Inc. 18,952$6970.61%
LOCKERMAN FINANCIAL GROUP, INC. 6,091$224,7730.60%
Wealthquest Corp 131,120$4,838,3280.59%
SkyOak Wealth, LLC 54,703$2,018,5490.59%
DDFG, Inc 42,343$1,562,4730.58%
WESCAP Management Group, Inc. 43,792$1,615,9250.58%
Stone Point Wealth LLC 36,317$1,340,0970.57%
OneDigital Investment Advisors LLC 702,769$25,932,1730.56%
Lunt Capital Management, Inc. 28,862$1,065,0080.56%
Indie Asset Partners, LLC 14,906$550,0310.55%
Leading Edge Financial Planning LLC 23,363$862,1150.55%
GeoWealth Management, LLC 131,865$4,8670.55%
EVERMAY WEALTH MANAGEMENT LLC 72,039$2,658,2400.54%
Redwood Financial Network Corp 13,749$507,3470.54%
BERKSHIRE ASSET MANAGEMENT LLC/PA 231,459$8,540,8370.53%
WNY Asset Management, LLC 73,367$2,707,2430.53%
DFPG INVESTMENTS, LLC 156,862$5,556,0350.52%
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 43,257$1,5960.50%
External links

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