Burt Wealth Advisors - SPDR SER TR ownership

SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 765 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is 0.11 and the average weighting 0.6%.

Quarter-by-quarter ownership
Burt Wealth Advisors ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$247,353
-11.9%
5,956
-8.7%
0.06%
-8.5%
Q1 2024$280,793
+6.8%
6,524
+4.7%
0.07%
-5.3%
Q4 2023$262,950
+14.3%
6,2340.0%0.08%
+5.6%
Q3 2023$230,035
-5.0%
6,2340.0%0.07%
-2.7%
Q2 2023$242,1296,2340.07%
Other shareholders
SPDR SER TR shareholders Q4 2023
NameSharesValueWeighting ↓
Peterson Wealth Advisors, LLC 231,845$6,937,0005.73%
McNamara Financial Services, Inc. 361,397$10,813,0004.93%
Boston Standard Wealth Management, LLC 221,157$6,617,000,0004.14%
Larson Financial Group LLC 101,712$3,043,0003.57%
Barber Financial Group, Inc. 358,552$10,728,0002.85%
Winch Advisory Services, LLC 120,622$3,609,0002.11%
Financial Enhancement Group LLC 192,166$5,750,0002.03%
RFG Advisory, LLC 160,201$4,793,0001.78%
Annex Advisory Services, LLC 323,015$9,665,0001.76%
Pinnacle Wealth Planning Services, Inc. 52,761$1,579,0001.62%
View complete list of SPDR SER TR shareholders