Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SPARTAN PLANNING & WEALTH MANAGEMENT | 11-17-2023 | 09-30-2023 | 162 | 85,337,358 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | BLOOMBERG 1-3 MO | 1 | $18,057,505 | 196,662 | 0.02 | 0.02 | 24,900 | 14.50 | 09-30-2023 |
| ETF SER SOLUTIONS | CLEARSHS ULTRA | 2 | $11,431,016 | 114,082 | 0.01 | 0.01 | 26,280 | 29.93 | 09-30-2023 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 3 | $6,224,575 | 200,728 | 0.01 | 0.01 | 19,842 | 10.97 | 09-30-2023 |
| SPDR SER TR | PORTFOLI S&P1500 | 4 | $4,653,658 | 88,658 | 0.01 | 0.00 | 41,442 | 87.77 | 09-30-2023 |
