PSI Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 431 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.6%.

Quarter-by-quarter ownership
PSI Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$6,791,205
+4.9%
163,525
+8.7%
2.15%
-8.1%
Q1 2024$6,474,341
-7.9%
150,426
-9.8%
2.34%
-10.9%
Q4 2023$7,031,165
+48.1%
166,695
+29.5%
2.62%
+27.7%
Q3 2023$4,748,697
+23.0%
128,690
+29.4%
2.06%
+21.3%
Q2 2023$3,861,652
-31.0%
99,425
-32.9%
1.70%
-37.3%
Q1 2023$5,597,051
+15.2%
148,187
+12.7%
2.70%
+4.5%
Q4 2022$4,860,234
+27.3%
131,464
+17.3%
2.59%
+29.0%
Q3 2022$3,817,000
+12.8%
112,050
+19.2%
2.00%
+20.6%
Q2 2022$3,383,000
-24.0%
94,011
-11.2%
1.66%
-9.3%
Q1 2022$4,453,000
+3.8%
105,848
+10.3%
1.83%
+5.0%
Q4 2021$4,288,000
+28.5%
95,945
+22.5%
1.74%
+13.8%
Q3 2021$3,337,000
+25.6%
78,324
+29.5%
1.53%
+9.5%
Q2 2021$2,656,000
+16.0%
60,468
+11.6%
1.40%
+3.9%
Q1 2021$2,289,000
+455.6%
54,162
+369.8%
1.35%
+374.6%
Q4 2020$412,000
+42.1%
11,529
+8.7%
0.28%
+28.5%
Q3 2020$290,000
+17.4%
10,604
+13.9%
0.22%
+11.1%
Q2 2020$247,000
+751.7%
9,308
+934.2%
0.20%
+947.4%
Q4 2019$29,0009000.02%
Other shareholders
SPDR SER TR shareholders Q3 2022
NameSharesValueWeighting ↓
Atlas Private Wealth Advisors 1,391,303$57,780,5949.39%
Sage Financial Management Group, Inc. 73,015$3,0329.21%
WALLER FINANCIAL PLANNING GROUP, INC 812,187$33,730,1409.06%
Pinnacle Wealth Planning Services, Inc. 1,473,037$61,175,2068.74%
Leicht Financial Planning & Wealth Management, Inc. 375,843$15,608,7728.31%
RETIREMENT FINANCIAL SOLUTIONS, LLC 423,063$17,569,7998.27%
Taylor & Morgan Wealth Management, LLC 281,021$11,670,8208.25%
Marmo Financial Group, LLC 315,441$13,100,2687.92%
Pachira Investments Inc. 199,362$8,279,5187.34%
Financial Security Advisor, Inc. 447,001$18,563,9706.22%
View complete list of SPDR SER TR shareholders