EXENCIAL WEALTH ADVISORS, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 18 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
EXENCIAL WEALTH ADVISORS, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$392,690
-5.1%
10,642
-0.1%
0.02%0.0%
Q2 2023$413,60810,6490.02%
Other shareholders
SPDR SER TR shareholders Q4 2023
NameSharesValueWeighting ↓
Leicht Financial Planning & Wealth Management, Inc. 467,765$16,830,00011.39%
WALLER FINANCIAL PLANNING GROUP, INC 892,674$32,118,0009.40%
Stadion Money Management, LLC 2,739,440$98,565,0007.98%
Peterson Wealth Advisors, LLC 563,795$20,285,0006.70%
Garrett Wealth Advisory Group, LLC 331,304$11,920,0006.48%
Pinnacle Wealth Planning Services, Inc. 775,833$27,914,0005.02%
ISLAY CAPITAL MANAGEMENT, LLC 122,961$4,424,0004.61%
HARVEST GROUP WEALTH MANAGEMENT, LLC 188,468$7,399,0004.56%
Valmark Advisers, Inc. 5,876,217$211,426,0004.10%
ADAMSBROWN WEALTH CONSULTANTS LLC 139,155$5,007,0003.94%
View complete list of SPDR SER TR shareholders