Fragasso Group Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 528 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Fragasso Group Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2023$1,035,394
+2.7%
34,768
+1.2%
0.09%
-11.3%
Q3 2023$1,007,735
+9.4%
34,370
+9.8%
0.11%
+7.1%
Q2 2023$921,437
-8.7%
31,299
-8.1%
0.10%
-13.9%
Q1 2023$1,009,137
-10.2%
34,058
-11.0%
0.12%
-9.4%
Q4 2022$1,124,18738,2640.13%
Other shareholders
SPDR SER TR shareholders Q2 2023
NameSharesValueWeighting ↓
Sunflower Bank, N.A. 1,517,106$47,545,00018.86%
TPG Financial Advisors, LLC 467,340$14,646,00013.13%
Compass Financial Group, Inc. 417,619$13,088,00010.96%
Goodman Financial Corp 610,321$19,127,0009.56%
Cedar Mountain Advisors, LLC 691,430$21,669,0009.39%
Asset Planning Services, Ltd. 686,130$21,503,0009.29%
IRON Financial LLC 572,119$17,930,0009.24%
Occidental Asset Management, LLC 657,653$20,611,0009.12%
MBM Wealth Consultants, LLC 380,032$11,911,0008.40%
Baystate Wealth Management LLC 2,219,395$69,556,0008.14%
View complete list of SPDR SER TR shareholders