WESCAP Management Group, Inc. - 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
WESCAP Management Group, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,615,925
-5.5%
43,792
-0.5%
0.58%
-3.7%
Q2 2023$1,710,086
-14.7%
44,029
-17.0%
0.60%
-15.4%
Q1 2023$2,004,152
+0.6%
53,062
-1.6%
0.71%
+0.9%
Q4 2022$1,993,053
+11.5%
53,910
+2.7%
0.70%
+2.5%
Q3 2022$1,788,000
+14.0%
52,505
+20.5%
0.68%
+27.4%
Q2 2022$1,568,000
-0.3%
43,586
+16.5%
0.54%
+20.7%
Q1 2022$1,573,000
+18.4%
37,403
+25.8%
0.44%
+21.3%
Q4 2021$1,328,000
+10.3%
29,734
+5.2%
0.37%
+4.6%
Q3 2021$1,204,000
-0.9%
28,256
+2.1%
0.35%
-0.8%
Q2 2021$1,215,000
+3.9%
27,6660.0%0.35%
+9.3%
Q1 2021$1,169,000
+18.1%
27,666
-0.0%
0.32%
+9.1%
Q4 2020$990,000
+36.6%
27,667
+4.4%
0.30%
+22.8%
Q3 2020$725,000
+3.1%
26,4890.0%0.24%
-2.8%
Q2 2020$703,000
+21.6%
26,4890.0%0.25%
+2.9%
Q1 2020$578,00026,4890.24%
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