Baker Avenue Asset Management, LP - SPDR SER TR ownership

SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 650 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.6%.

Quarter-by-quarter ownership
Baker Avenue Asset Management, LP ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$148,080
-49.4%
4,013
-46.8%
0.01%
-53.3%
Q2 2023$292,931
+157.5%
7,542
+150.4%
0.02%
+150.0%
Q1 2023$113,763
-19.9%
3,012
-21.6%
0.01%
-25.0%
Q4 2022$141,9653,8400.01%
Other shareholders
SPDR SER TR shareholders Q2 2023
NameSharesValueWeighting ↓
Leicht Financial Planning & Wealth Management, Inc. 516,957$21,774,00013.22%
Stadion Money Management, LLC 4,958,674$217,884,00010.98%
WALLER FINANCIAL PLANNING GROUP, INC 821,923$36,115,0009.68%
Peterson Wealth Advisors, LLC 487,375$21,415,0007.60%
ISLAY CAPITAL MANAGEMENT, LLC 187,264$8,228,0006.66%
Annex Advisory Services, LLC 1,531,291$67,283,0005.45%
Personal Wealth Partners 275,704$12,114,0004.89%
McNamara Financial Services, Inc. 372,529$16,369,0004.52%
Valmark Advisers, Inc. 5,337,697$234,538,0004.30%
Wealthcare Advisory Partners LLC 1,341,421$58,942,0003.94%
View complete list of SPDR SER TR shareholders