Frontier Wealth Management LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 206 filers reported holding SPDR SER TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Frontier Wealth Management LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2022$4,467,000
-79.0%
124,154
-76.2%
0.32%
+22.3%
Q1 2022$21,244,000
+8.9%
522,606
+19.7%
0.26%
-79.4%
Q4 2021$19,516,000
+6.1%
436,699
+1.2%
1.29%
+1.3%
Q3 2021$18,392,000
+15.1%
431,730
+18.8%
1.27%
+13.6%
Q2 2021$15,973,000
-9.6%
363,523
-13.0%
1.12%
-17.5%
Q1 2021$17,663,000
+17.2%
417,858
-0.7%
1.36%
+9.9%
Q4 2020$15,067,000
+27.1%
420,873
-2.8%
1.23%
+13.5%
Q3 2020$11,851,000
+0.9%
432,817
-2.1%
1.09%
+0.6%
Q2 2020$11,747,000
+91.9%
442,100
+57.8%
1.08%
+8.0%
Q1 2020$6,120,000
+32.0%
280,232
+97.3%
1.00%
+34.5%
Q4 2019$4,635,000
+73.9%
142,037
+59.8%
0.74%
+88.6%
Q3 2019$2,666,000
+193.9%
88,870
+200.4%
0.39%
+194.0%
Q2 2019$907,000
+40.0%
29,587
+38.0%
0.13%
+52.3%
Q1 2019$648,000
+125.8%
21,439
+96.9%
0.09%
+100.0%
Q4 2018$287,000
-12.2%
10,890
+10.7%
0.04%
+41.9%
Q3 2018$327,000
+37.4%
9,833
+33.4%
0.03%
-8.8%
Q2 2018$238,0007,3700.03%
Other shareholders
SPDR SER TR shareholders Q2 2019
NameSharesValueWeighting ↓
Marmo Financial Group, LLC 310,740$11,466,29110.88%
Syntegra Private Wealth Group, LLC 1,800,694$66,445,61110.44%
Taylor & Morgan Wealth Management, LLC 272,824$10,067,1919.07%
Pachira Investments Inc. 217,427$8,023,0489.01%
Pinnacle Wealth Planning Services, Inc. 1,432,518$52,859,8968.71%
WALLER FINANCIAL PLANNING GROUP, INC 801,230$29,565,3758.60%
Financial Security Advisor, Inc. 457,335$16,875,6877.76%
RETIREMENT FINANCIAL SOLUTIONS, LLC 306,880$11,323,8727.63%
Garrett Wealth Advisory Group, LLC 424,884$15,678,2647.14%
Wall Capital Group, Inc. 138,972$5,018,2797.13%
View complete list of SPDR SER TR shareholders