TD Capital Management LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 469 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.7%.

Quarter-by-quarter ownership
TD Capital Management LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,148,203
+36.5%
31,117
+43.7%
0.14%
+41.0%
Q2 2023$841,090
+203.8%
21,655
+195.4%
0.10%
+194.1%
Q1 2023$276,839
+95.6%
7,330
+91.5%
0.03%
+78.9%
Q4 2022$141,5083,8280.02%
Other shareholders
SPDR SER TR shareholders Q4 2022
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