B. Riley Wealth Advisors, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 425 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.6%.

Quarter-by-quarter ownership
B. Riley Wealth Advisors, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$369,865
-15.5%
10,023
-11.0%
0.01%0.0%
Q2 2023$437,584
+59.1%
11,266
+47.7%
0.01%
-16.7%
Q2 2022$275,000
-14.1%
7,626
+0.3%
0.01%
+20.0%
Q1 2022$320,000
-18.6%
7,604
-13.4%
0.01%
-9.1%
Q4 2021$393,0008,7810.01%
Other shareholders
SPDR SER TR shareholders Q3 2022
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