Cornerstone Planning Group 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
Cornerstone Planning Group LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$24,612
-28.4%
667
-24.6%
0.01%
-35.7%
Q2 2023$34,373
-29.1%
885
-29.7%
0.01%
-30.0%
Q4 2022$48,4851,2590.02%
Other shareholders
SPDR SER TR shareholders Q3 2023
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