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 ↓
Leicht Financial Planning & Wealth Management, Inc. 408,041$17,248,00011.16%
WALLER FINANCIAL PLANNING GROUP, INC 803,931$33,982,0009.76%
Peterson Wealth Advisors, LLC 458,720$19,390,0007.89%
ISLAY CAPITAL MANAGEMENT, LLC 201,551$8,520,0007.03%
Annex Advisory Services, LLC 1,638,327$69,252,0006.67%
Stadion Money Management, LLC 3,476,853$146,967,0006.64%
Valmark Advisers, Inc. 5,515,279$233,131,0004.49%
McNamara Financial Services, Inc. 410,342$14,690,0004.48%
Wealthcare Advisory Partners LLC 1,343,014$56,769,0004.11%
Boston Standard Wealth Management, LLC 271,885$11,438,000,0003.72%
View complete list of SPDR SER TR shareholders