My Legacy Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 665 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.

Quarter-by-quarter ownership
My Legacy Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$415,672
-8.1%
11,716
+3.3%
0.17%
-5.1%
Q2 2023$452,233
+14.9%
11,337
+7.2%
0.18%
+5.3%
Q1 2023$393,607
-12.3%
10,578
-1.1%
0.17%
-11.5%
Q4 2022$448,758
+3.9%
10,700
-13.8%
0.19%
-12.4%
Q3 2022$432,00012,4130.22%
Other shareholders
SPDR SER TR shareholders Q3 2023
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