Perigon Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 258 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Perigon Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2020$113,000
-59.9%
3,158
-63.6%
0.01%
-77.6%
Q4 2019$282,000
+8.0%
8,666
-0.2%
0.06%
-4.9%
Q3 2019$261,0008,6820.06%
Other shareholders
SPDR SER TR shareholders Q4 2019
NameSharesValueWeighting ↓
Leicht Financial Planning & Wealth Management, Inc. 408,041$17,248,00011.16%
WALLER FINANCIAL PLANNING GROUP, INC 803,931$33,982,0009.76%
Peterson Wealth Advisors, LLC 458,720$19,390,0007.89%
ISLAY CAPITAL MANAGEMENT, LLC 201,551$8,520,0007.03%
Annex Advisory Services, LLC 1,638,327$69,252,0006.67%
Stadion Money Management, LLC 3,476,853$146,967,0006.64%
Valmark Advisers, Inc. 5,515,279$233,131,0004.49%
McNamara Financial Services, Inc. 410,342$14,690,0004.48%
Wealthcare Advisory Partners LLC 1,343,014$56,769,0004.11%
Boston Standard Wealth Management, LLC 271,885$11,438,000,0003.72%
View complete list of SPDR SER TR shareholders