American Trust - SPDR SER TR ownership

SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 757 filers reported holding SPDR SER TR in Q1 2024. The put-call ratio across all filers is 0.03 and the average weighting 0.6%.

Quarter-by-quarter ownership
American Trust ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2024$488,289
-14.3%
11,345
-16.0%
0.04%
-2.4%
Q4 2023$569,925
+20.8%
13,512
+5.6%
0.04%
+13.5%
Q3 2023$471,967
-46.5%
12,790
-43.7%
0.04%
-39.3%
Q2 2023$882,962
+154.5%
22,733
+143.1%
0.06%
+154.2%
Q1 2023$346,9539,3520.02%
Other shareholders
SPDR SER TR shareholders Q1 2024
NameSharesValueWeighting ↓
Peterson Wealth Advisors, LLC 231,845$6,937,0005.73%
McNamara Financial Services, Inc. 361,397$10,813,0004.93%
Boston Standard Wealth Management, LLC 221,157$6,617,000,0004.14%
Larson Financial Group LLC 101,712$3,043,0003.57%
Barber Financial Group, Inc. 358,552$10,728,0002.85%
Winch Advisory Services, LLC 120,622$3,609,0002.11%
Financial Enhancement Group LLC 192,166$5,750,0002.03%
RFG Advisory, LLC 160,201$4,793,0001.78%
Annex Advisory Services, LLC 323,015$9,665,0001.76%
Pinnacle Wealth Planning Services, Inc. 52,761$1,579,0001.62%
View complete list of SPDR SER TR shareholders