Curran Financial Partners, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 350 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 1.01 and the average weighting 0.6%.

Quarter-by-quarter ownership
Curran Financial Partners, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2021$261,000
-4.0%
5,846
-8.9%
0.11%
-20.1%
Q3 2021$272,000
-6.8%
6,414
-3.3%
0.14%
-13.1%
Q2 2021$292,000
+4.3%
6,635
+0.0%
0.16%
-20.4%
Q1 2021$280,000
+17.6%
6,634
-0.4%
0.20%
-1.5%
Q4 2020$238,0006,6580.20%
Other shareholders
SPDR SER TR shareholders Q3 2021
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