Sage Financial Management Group, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 660 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.6%.

Quarter-by-quarter ownership
Sage Financial Management Group, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$3,032
+6.3%
73,015
+10.2%
9.21%
+582.4%
Q1 2024$2,852
+12.5%
66,272
+10.3%
1.35%
-0.7%
Q4 2023$2,534
+24.0%
60,065
+8.5%
1.36%
+10.7%
Q3 2023$2,043
+1.6%
55,366
+6.9%
1.23%
-89.8%
Q2 2023$2,01151,78112.07%
Other shareholders
SPDR SER TR shareholders Q2 2023
NameSharesValueWeighting ↓
Peterson Wealth Advisors, LLC 240,519$7,764,0006.29%
McNamara Financial Services, Inc. 351,370$11,342,0004.99%
Astor Investment Management LLC 751,488$24,258,0004.11%
Larson Financial Group LLC 98,500$3,180,0003.66%
Barber Financial Group, Inc. 354,436$11,441,0003.32%
Winch Advisory Services, LLC 185,819$5,998,0003.23%
Annex Advisory Services, LLC 474,395$15,313,0002.61%
Financial Enhancement Group LLC 220,001$7,102,0002.45%
Allworth Financial LP 1,234,669$39,855,0001.91%
Pinnacle Wealth Planning Services, Inc. 58,281$1,881,0001.83%
View complete list of SPDR SER TR shareholders