Aldebaran Financial Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 246 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 1.46 and the average weighting 0.5%.

Quarter-by-quarter ownership
Aldebaran Financial Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$649,605
+1.2%
17,604
+6.5%
1.01%
+16.3%
Q2 2023$641,741
-15.4%
16,523
-17.8%
0.87%
-10.9%
Q1 2023$758,883
-1.4%
20,092
-3.5%
0.98%
+18.4%
Q4 2022$769,545
-18.7%
20,815
-24.2%
0.83%
-20.4%
Q3 2022$946,000
-3.5%
27,473
+0.2%
1.04%
+0.3%
Q2 2022$980,000
-18.9%
27,424
-4.5%
1.04%
+10.3%
Q1 2022$1,208,000
+461.9%
28,720
+495.9%
0.94%
+490.6%
Q4 2021$215,000
+3.9%
4,820
-1.0%
0.16%
-4.8%
Q3 2021$207,000
-2.8%
4,870
+1.0%
0.17%
-4.6%
Q2 2021$213,000
+5.4%
4,820
+0.8%
0.18%
-1.7%
Q1 2021$202,000
-17.6%
4,780
-48.1%
0.18%
-38.2%
Q2 2020$245,0009,2100.29%
Other shareholders
SPDR SER TR shareholders Q3 2020
NameSharesValueWeighting ↓
Leicht Financial Planning & Wealth Management, Inc. 467,765$16,830,00011.39%
WALLER FINANCIAL PLANNING GROUP, INC 892,674$32,118,0009.40%
Stadion Money Management, LLC 2,739,440$98,565,0007.98%
Peterson Wealth Advisors, LLC 563,795$20,285,0006.70%
Garrett Wealth Advisory Group, LLC 331,304$11,920,0006.48%
Pinnacle Wealth Planning Services, Inc. 775,833$27,914,0005.02%
ISLAY CAPITAL MANAGEMENT, LLC 122,961$4,424,0004.61%
HARVEST GROUP WEALTH MANAGEMENT, LLC 188,468$7,399,0004.56%
Valmark Advisers, Inc. 5,876,217$211,426,0004.10%
ADAMSBROWN WEALTH CONSULTANTS LLC 139,155$5,007,0003.94%
View complete list of SPDR SER TR shareholders