Adero Partners, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 18 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Adero Partners, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$265,090
-9.8%
7,184
-5.1%
0.03%
-10.3%
Q2 2023$293,980
+2.8%
7,5690.0%0.03%
-6.5%
Q1 2023$285,881
+2.2%
7,5690.0%0.03%
-8.8%
Q4 2022$279,826
+1.8%
7,5690.0%0.03%
-2.9%
Q3 2022$275,0007,5690.04%
Other shareholders
SPDR SER TR shareholders Q4 2023
NameSharesValueWeighting ↓
Leicht Financial Planning & Wealth Management, Inc. 408,041$17,248,00011.16%
WALLER FINANCIAL PLANNING GROUP, INC 803,931$33,982,0009.76%
Peterson Wealth Advisors, LLC 458,720$19,390,0007.89%
ISLAY CAPITAL MANAGEMENT, LLC 201,551$8,520,0007.03%
Annex Advisory Services, LLC 1,638,327$69,252,0006.67%
Stadion Money Management, LLC 3,476,853$146,967,0006.64%
Valmark Advisers, Inc. 5,515,279$233,131,0004.49%
McNamara Financial Services, Inc. 410,342$14,690,0004.48%
Wealthcare Advisory Partners LLC 1,343,014$56,769,0004.11%
Boston Standard Wealth Management, LLC 271,885$11,438,000,0003.72%
View complete list of SPDR SER TR shareholders