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 ↓
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