CSM Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 665 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.

Quarter-by-quarter ownership
CSM Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$1,286
+28.5%
33,096
+24.9%
0.10%
+12.8%
Q1 2023$1,001
-100.0%
26,498
-50.8%
0.09%
-45.9%
Q4 2021$2,408,000
-8.6%
53,868
-12.9%
0.16%
-18.5%
Q3 2021$2,636,000
-3.1%
61,8680.0%0.20%
+8.3%
Q2 2021$2,720,00061,8680.18%
Other shareholders
SPDR SER TR shareholders Q3 2023
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