Navalign, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 469 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.7%.

Quarter-by-quarter ownership
Navalign, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2023$289,960
-76.6%
7,677
-77.1%
0.12%
-76.3%
Q4 2022$1,240,444
+254.4%
33,553
+226.1%
0.51%
+223.4%
Q3 2022$350,000
-24.6%
10,289
-20.3%
0.16%
-22.2%
Q2 2022$464,00012,9090.20%
Other shareholders
SPDR SER TR shareholders Q4 2022
NameSharesValueWeighting ↓
Marmo Financial Group, LLC 457,644$16,919,11016.35%
Leicht Financial Planning & Wealth Management, Inc. 471,141$17,418,08311.68%
Syntegra Private Wealth Group, LLC 1,517,670$56,109,53511.24%
WALLER FINANCIAL PLANNING GROUP, INC 907,671$33,556,5939.74%
Pinnacle Wealth Planning Services, Inc. 1,240,642$45,866,5168.15%
Garrett Wealth Advisory Group, LLC 389,745$14,408,8957.40%
Summit Investment Advisory Services, LLC 149,454$5,525,3296.69%
Peterson Wealth Advisors, LLC 579,921$21,439,6856.47%
Sterling Group Wealth Management, LLC 141,816$5,242,9495.16%
Bridgeworth, LLC 871,649$32,224,8705.13%
View complete list of SPDR SER TR shareholders