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 ↓
Annapolis Financial Services, LLC 47,039$1,735,7430.50%
Triumph Capital Management 29,710$1,096,3120.50%
Integrated Wealth Concepts LLC 760,746$28,071,5680.50%
NORTH STAR ASSET MANAGEMENT INC 232,777$8,589,4860.49%
FSB PREMIER WEALTH MANAGEMENT, INC. 23,962$884,1780.49%
ERn Financial, LLC 61,055$2,252,9320.49%
CFM WEALTH PARTNERS LLC 50,475$1,862,5280.49%
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 92,643$3,418,5270.48%
StrategIQ Financial Group, LLC 111,776$4,124,5480.48%
PCA Investment Advisory Services Inc. 17,837$658,1860.47%
Nikulski Financial, Inc. 30,036$1,108,3280.46%
VALICENTI ADVISORY SERVICES INC 35,562$1,3120.45%
Perennial Investment Advisors, LLC 66,716$2,462,0090.44%
Valeo Financial Advisors, LLC 261,543$9,650,9450.44%
TKG Advisors, LLC 17,787$656,3440.44%
Geneos Wealth Management Inc. 229,186$8,456,9790.44%
ICA Group Wealth Management, LLC 41,842$1,542,9770.43%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 217,754$8,035,1340.43%
Abbot Financial Management, Inc. 17,130$632,0790.42%
Seaside Wealth Management, Inc. 22,550$832,0970.42%
External links

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