PERSONAL CFO SOLUTIONS, 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
PERSONAL CFO SOLUTIONS, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2022$332,000
+3.8%
9,744
+9.4%
0.08%
+10.7%
Q2 2022$320,000
+4.9%
8,906
+22.7%
0.08%
+25.0%
Q1 2022$305,000
-15.5%
7,257
-10.1%
0.06%
-11.8%
Q4 2021$361,0008,0710.07%
Other shareholders
SPDR SER TR shareholders Q2 2022
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