H&H Retirement Design & Management INC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 422 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.5%.

Quarter-by-quarter ownership
H&H Retirement Design & Management INC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2022$490,501
+16.2%
12,380
+2.2%
0.41%
+4.3%
Q3 2022$422,000
-33.8%
12,115
-25.1%
0.40%
-14.6%
Q2 2022$637,000
-20.1%
16,176
-17.4%
0.46%
-14.4%
Q1 2022$797,000
+17.7%
19,576
+21.0%
0.54%
+26.9%
Q4 2021$677,00016,1810.43%
Other shareholders
SPDR SER TR shareholders Q2 2022
NameSharesValueWeighting ↓
Marmo Financial Group, LLC 310,740$11,466,29110.88%
Syntegra Private Wealth Group, LLC 1,800,694$66,445,61110.44%
Taylor & Morgan Wealth Management, LLC 272,824$10,067,1919.07%
Pachira Investments Inc. 217,427$8,023,0489.01%
Pinnacle Wealth Planning Services, Inc. 1,432,518$52,859,8968.71%
WALLER FINANCIAL PLANNING GROUP, INC 801,230$29,565,3758.60%
Financial Security Advisor, Inc. 457,335$16,875,6877.76%
RETIREMENT FINANCIAL SOLUTIONS, LLC 306,880$11,323,8727.63%
Garrett Wealth Advisory Group, LLC 424,884$15,678,2647.14%
Wall Capital Group, Inc. 138,972$5,018,2797.13%
View complete list of SPDR SER TR shareholders