My Legacy Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 650 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
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 Q2 2023
NameSharesValueWeighting ↓
Leicht Financial Planning & Wealth Management, Inc. 451,031$20,157,00011.50%
WALLER FINANCIAL PLANNING GROUP, INC 867,200$38,755,0009.71%
Stadion Money Management, LLC 3,183,757$142,282,0007.43%
Peterson Wealth Advisors, LLC 519,180$23,202,0006.69%
Personal Wealth Partners 358,017$16,000,0006.60%
ODonnell Financial Services, LLC 297,390$12,053,0005.57%
Bull Oak Capital, LLC 133,345$5,959,0005.40%
McNamara Financial Services, Inc. 378,563$16,918,0004.42%
Annex Advisory Services, LLC 1,436,560$64,200,0004.40%
Valmark Advisers, Inc. 5,489,792$245,339,0004.23%
View complete list of SPDR SER TR shareholders