O'SHAUGHNESSY ASSET MANAGEMENT, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 350 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 1.01 and the average weighting 0.6%.

Quarter-by-quarter ownership
O'SHAUGHNESSY ASSET MANAGEMENT, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$160,367
-5.9%
4,346
-0.9%
0.00%
-33.3%
Q2 2023$170,391
-75.1%
4,387
-75.8%
0.00%
-72.7%
Q1 2023$685,677
+13613.5%
18,154
+16709.3%
0.01%
Q1 2022$5,000
+25.0%
108
+5.9%
0.00%
Q3 2021$4,0001020.00%
Other shareholders
SPDR SER TR shareholders Q3 2021
NameSharesValueWeighting ↓
Leicht Financial Planning & Wealth Management, Inc. 463,431$19,497,00011.61%
WALLER FINANCIAL PLANNING GROUP, INC 911,647$38,353,00010.16%
Personal Wealth Partners 365,866$15,392,0006.72%
Peterson Wealth Advisors, LLC 537,871$22,628,0006.70%
Stadion Money Management, LLC 2,772,984$116,659,0006.63%
HARVEST GROUP WEALTH MANAGEMENT, LLC 209,972$8,834,0005.02%
Pinnacle Wealth Planning Services, Inc. 623,177$26,217,0004.78%
Annex Advisory Services, LLC 1,409,144$59,283,0004.34%
McNamara Financial Services, Inc. 375,211$15,785,0004.28%
Valmark Advisers, Inc. 5,592,681$235,284,0004.14%
View complete list of SPDR SER TR shareholders