Topel & Distasi Wealth Management, 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
Topel & Distasi Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,601,239
-5.0%
43,3940.0%0.84%
-0.9%
Q2 2023$1,685,423
+2.8%
43,3940.0%0.85%
-0.8%
Q1 2023$1,638,99143,3940.86%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Leicht Financial Planning & Wealth Management, Inc. 463,431$19,497,00011.61%
WALLER FINANCIAL PLANNING GROUP, INC 911,647$38,353,00010.16%
Personal Wealth Partners 365,866$15,392,0006.72%
Peterson Wealth Advisors, LLC 537,871$22,628,0006.70%
Stadion Money Management, LLC 2,772,984$116,659,0006.63%
HARVEST GROUP WEALTH MANAGEMENT, LLC 209,972$8,834,0005.02%
Pinnacle Wealth Planning Services, Inc. 623,177$26,217,0004.78%
Annex Advisory Services, LLC 1,409,144$59,283,0004.34%
McNamara Financial Services, Inc. 375,211$15,785,0004.28%
Valmark Advisers, Inc. 5,592,681$235,284,0004.14%
View complete list of SPDR SER TR shareholders