9258 Wealth Management, 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
9258 Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2022$247,0005,8690.06%
Other shareholders
SPDR SER TR shareholders Q1 2022
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