Total Clarity Wealth Management, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 343 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 3.39 and the average weighting 0.6%.

Quarter-by-quarter ownership
Total Clarity Wealth Management, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2022$51,000
-65.5%
1,424
-57.0%
0.03%
-61.2%
Q4 2021$148,000
+17.5%
3,308
+11.9%
0.07%
+11.7%
Q3 2021$126,000
+293.8%
2,955
+287.3%
0.06%
+233.3%
Q1 2021$32,000
+18.5%
763
-9.3%
0.02%
-10.0%
Q4 2019$27,0008410.02%
Other shareholders
SPDR SER TR shareholders Q2 2021
NameSharesValueWeighting ↓
Leicht Financial Planning & Wealth Management, Inc. 516,957$21,774,00013.22%
Stadion Money Management, LLC 4,958,674$217,884,00010.98%
WALLER FINANCIAL PLANNING GROUP, INC 821,923$36,115,0009.68%
Peterson Wealth Advisors, LLC 487,375$21,415,0007.60%
ISLAY CAPITAL MANAGEMENT, LLC 187,264$8,228,0006.66%
Annex Advisory Services, LLC 1,531,291$67,283,0005.45%
Personal Wealth Partners 275,704$12,114,0004.89%
McNamara Financial Services, Inc. 372,529$16,369,0004.52%
Valmark Advisers, Inc. 5,337,697$234,538,0004.30%
Wealthcare Advisory Partners LLC 1,341,421$58,942,0003.94%
View complete list of SPDR SER TR shareholders