Austin Private Wealth, 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
Austin Private Wealth, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$34,864,940
-4.8%
944,849
+0.2%
5.04%
-4.7%
Q2 2023$36,624,752
+6130.7%
942,965
+5959.0%
5.29%
+5528.7%
Q1 2023$587,815
+141.4%
15,563
+136.3%
0.09%
+118.6%
Q4 2022$243,4846,5860.04%
Other shareholders
SPDR SER TR shareholders Q3 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