SVB WEALTH LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 422 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.5%.

Quarter-by-quarter ownership
SVB WEALTH LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$672,328
+3438.6%
18,220
+3743.9%
0.02%
Q1 2022$19,000
-9.5%
4740.0%0.00%
Q4 2021$21,000
+5.0%
4740.0%0.00%
Q3 2021$20,0000.0%4740.0%0.00%
Q2 2021$20,0004740.00%
Other shareholders
SPDR SER TR shareholders Q2 2022
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