Concorde Asset Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 118 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Concorde Asset Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2019$260,000
-46.2%
8,667
-45.0%
0.20%
-29.3%
Q2 2019$483,000
-13.4%
15,745
-14.7%
0.28%
-21.6%
Q1 2019$558,000
+20.3%
18,459
+5.2%
0.36%
-8.1%
Q4 2018$464,000
-6.1%
17,541
+14.7%
0.39%
-18.5%
Q3 2018$494,000
+11.0%
15,296
+11.4%
0.48%
-5.1%
Q2 2018$445,000
+19.3%
13,727
+10.3%
0.51%
+11.4%
Q1 2018$373,00012,4420.46%
Other shareholders
SPDR SER TR shareholders Q1 2018
NameSharesValueWeighting ↓
Marmo Financial Group, LLC 310,740$11,466,29110.88%
Syntegra Private Wealth Group, LLC 1,800,694$66,445,61110.44%
Taylor & Morgan Wealth Management, LLC 272,824$10,067,1919.07%
Pachira Investments Inc. 217,427$8,023,0489.01%
Pinnacle Wealth Planning Services, Inc. 1,432,518$52,859,8968.71%
WALLER FINANCIAL PLANNING GROUP, INC 801,230$29,565,3758.60%
Financial Security Advisor, Inc. 457,335$16,875,6877.76%
RETIREMENT FINANCIAL SOLUTIONS, LLC 306,880$11,323,8727.63%
Garrett Wealth Advisory Group, LLC 424,884$15,678,2647.14%
Wall Capital Group, Inc. 138,972$5,018,2797.13%
View complete list of SPDR SER TR shareholders