Brown Financial Advisory - SPDR SER TR ownership

SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 464 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.6%.

Quarter-by-quarter ownership
Brown Financial Advisory ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$699,661
-9.9%
18,961
-5.1%
0.62%
-2.1%
Q2 2023$776,140
-9.6%
19,983
-12.1%
0.63%
-23.5%
Q1 2023$858,928
-14.5%
22,741
-16.4%
0.83%
-20.3%
Q4 2022$1,005,066
+7.8%
27,186
-0.6%
1.04%
+15.9%
Q3 2022$932,000
-28.5%
27,357
-24.5%
0.90%
-35.9%
Q2 2022$1,304,000
-16.6%
36,231
-2.5%
1.40%
+9.9%
Q1 2022$1,563,000
-6.2%
37,145
-0.4%
1.27%
-13.0%
Q4 2021$1,666,000
+4.9%
37,2880.0%1.46%
+11.7%
Q3 2021$1,588,000
-3.1%
37,2880.0%1.31%
-4.2%
Q2 2021$1,638,000
+3.1%
37,288
-0.8%
1.36%
-2.8%
Q1 2021$1,589,000
-60.1%
37,594
-66.2%
1.40%
-60.2%
Q4 2020$3,983,000111,2433.53%
Other shareholders
SPDR SER TR shareholders Q1 2023
NameSharesValueWeighting ↓
Leicht Financial Planning & Wealth Management, Inc. 467,765$16,830,00011.39%
WALLER FINANCIAL PLANNING GROUP, INC 892,674$32,118,0009.40%
Stadion Money Management, LLC 2,739,440$98,565,0007.98%
Peterson Wealth Advisors, LLC 563,795$20,285,0006.70%
Garrett Wealth Advisory Group, LLC 331,304$11,920,0006.48%
Pinnacle Wealth Planning Services, Inc. 775,833$27,914,0005.02%
ISLAY CAPITAL MANAGEMENT, LLC 122,961$4,424,0004.61%
HARVEST GROUP WEALTH MANAGEMENT, LLC 188,468$7,399,0004.56%
Valmark Advisers, Inc. 5,876,217$211,426,0004.10%
ADAMSBROWN WEALTH CONSULTANTS LLC 139,155$5,007,0003.94%
View complete list of SPDR SER TR shareholders