Larson Financial Group LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 428 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.6%.

Quarter-by-quarter ownership
Larson Financial Group LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$7,171,696
-7.3%
194,355
-2.4%
0.70%
-8.8%
Q2 2023$7,735,745
+1.5%
199,170
-1.2%
0.77%
-6.6%
Q1 2023$7,617,869
-1.1%
201,691
-3.2%
0.83%
-10.2%
Q4 2022$7,702,251
-4.4%
208,338
-11.9%
0.92%
-19.5%
Q3 2022$8,057,000
-7.5%
236,557
-2.3%
1.15%
-24.0%
Q2 2022$8,713,000
-15.9%
242,167
-1.7%
1.51%
-9.0%
Q1 2022$10,365,000
+3.9%
246,367
+10.3%
1.66%
+4.6%
Q4 2021$9,980,000
+14.2%
223,308
+8.8%
1.58%
-8.7%
Q3 2021$8,742,000
+4.1%
205,216
+7.4%
1.73%
-11.1%
Q2 2021$8,394,000
+12.6%
191,039
+8.3%
1.95%
-11.2%
Q1 2021$7,455,000
+8.2%
176,378
-8.3%
2.20%
-6.3%
Q4 2020$6,889,000
+20.0%
192,424
-8.3%
2.34%
-0.6%
Q3 2020$5,743,000
-23.7%
209,745
-26.0%
2.36%
-34.1%
Q2 2020$7,529,000
+27.0%
283,366
+4.4%
3.58%
-3.5%
Q1 2020$5,929,000
+5.6%
271,467
+57.8%
3.71%
+14.8%
Q4 2019$5,612,000
+17.6%
171,989
+8.1%
3.23%
+3.5%
Q3 2019$4,774,000
+1.9%
159,139
+4.1%
3.12%
-10.4%
Q2 2019$4,686,000
+11.8%
152,944
+10.3%
3.48%
+4.8%
Q1 2019$4,192,000
+30.9%
138,676
+14.2%
3.32%
+12.2%
Q4 2018$3,202,000
+3.9%
121,477
+31.1%
2.96%
-16.0%
Q3 2018$3,081,000
-3.1%
92,693
-5.9%
3.52%
-3.8%
Q2 2018$3,180,000
+4.5%
98,500
-3.2%
3.66%
+2.5%
Q1 2018$3,043,000
+638.6%
101,712
+643.9%
3.57%
+932.4%
Q4 2017$412,00013,6730.35%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
Marmo Financial Group, LLC 457,644$16,919,11016.35%
Leicht Financial Planning & Wealth Management, Inc. 471,141$17,418,08311.68%
Syntegra Private Wealth Group, LLC 1,517,670$56,109,53511.24%
WALLER FINANCIAL PLANNING GROUP, INC 907,671$33,556,5939.74%
Pinnacle Wealth Planning Services, Inc. 1,240,642$45,866,5168.15%
Garrett Wealth Advisory Group, LLC 389,745$14,408,8957.40%
Summit Investment Advisory Services, LLC 149,454$5,525,3296.69%
Peterson Wealth Advisors, LLC 579,921$21,439,6856.47%
Sterling Group Wealth Management, LLC 141,816$5,242,9495.16%
Bridgeworth, LLC 871,649$32,224,8705.13%
View complete list of SPDR SER TR shareholders