Trivium Point Advisory, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 429 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
Trivium Point Advisory, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2022$209,000
-3.7%
5,706
+14.7%
0.06%
+21.2%
Q3 2021$217,0004,9760.05%
Other shareholders
SPDR SER TR shareholders Q2 2022
NameSharesValueWeighting ↓
Sage Financial Management Group, Inc. 51,781$2,01112.07%
Marmo Financial Group, LLC 315,112$12,238,93611.06%
Syntegra Private Wealth Group, LLC 1,738,393$67,519,18010.32%
Pachira Investments Inc. 221,327$8,596,3599.24%
Taylor & Morgan Wealth Management, LLC 278,466$10,815,6078.87%
Pinnacle Wealth Planning Services, Inc. 1,401,220$54,423,3668.79%
WALLER FINANCIAL PLANNING GROUP, INC 807,130$31,348,9438.64%
Garrett Wealth Advisory Group, LLC 407,845$15,840,7297.03%
Leicht Financial Planning & Wealth Management, Inc. 271,060$10,527,9646.36%
Peterson Wealth Advisors, LLC 599,051$23,428,8756.19%
View complete list of SPDR SER TR shareholders