Csenge Advisory Group - SPDR SER TR ownership

SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 258 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Csenge Advisory Group ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$999,031
+39.3%
27,074
+46.7%
0.07%
+41.7%
Q2 2023$716,986
-11.7%
18,460
-14.2%
0.05%
-18.6%
Q1 2023$812,168
+74.7%
21,503
+71.0%
0.06%
+63.9%
Q4 2022$464,898
-27.9%
12,575
-33.6%
0.04%
-33.3%
Q3 2022$645,000
-34.3%
18,940
-30.6%
0.05%
-34.1%
Q2 2022$982,000
+19.9%
27,290
+40.1%
0.08%
+26.2%
Q1 2022$819,000
+4.9%
19,475
+10.3%
0.06%
-5.8%
Q4 2021$781,000
-14.7%
17,659
-16.3%
0.07%
-10.4%
Q3 2021$916,000
+17.3%
21,105
+19.5%
0.08%
+11.6%
Q2 2021$781,000
-0.3%
17,659
-3.8%
0.07%
-13.8%
Q1 2021$783,000
+15.3%
18,358
-3.1%
0.08%
-1.2%
Q4 2020$679,000
+97.4%
18,954
+57.6%
0.08%
+72.3%
Q3 2020$344,000
+14.3%
12,029
+6.1%
0.05%
+9.3%
Q2 2020$301,000
-10.4%
11,337
-26.4%
0.04%
-51.1%
Q1 2020$336,000
-14.5%
15,401
+27.7%
0.09%
-12.0%
Q4 2019$393,000
+15.9%
12,056
+6.8%
0.10%
+7.5%
Q3 2019$339,00011,2870.09%
Other shareholders
SPDR SER TR shareholders Q4 2019
NameSharesValueWeighting ↓
Leicht Financial Planning & Wealth Management, Inc. 516,957$21,774,00013.22%
Stadion Money Management, LLC 4,958,674$217,884,00010.98%
WALLER FINANCIAL PLANNING GROUP, INC 821,923$36,115,0009.68%
Peterson Wealth Advisors, LLC 487,375$21,415,0007.60%
ISLAY CAPITAL MANAGEMENT, LLC 187,264$8,228,0006.66%
Annex Advisory Services, LLC 1,531,291$67,283,0005.45%
Personal Wealth Partners 275,704$12,114,0004.89%
McNamara Financial Services, Inc. 372,529$16,369,0004.52%
Valmark Advisers, Inc. 5,337,697$234,538,0004.30%
Wealthcare Advisory Partners LLC 1,341,421$58,942,0003.94%
View complete list of SPDR SER TR shareholders