Curran Financial Partners, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 428 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.01 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 Q1 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