CAPSTONE WEALTH MANAGEMENT GROUP, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 416 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.51 and the average weighting 0.6%.

Quarter-by-quarter ownership
CAPSTONE WEALTH MANAGEMENT GROUP, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2022$563,027
-5.2%
15,229
-12.7%
0.61%
-20.3%
Q3 2022$594,000
-2.1%
17,437
+3.4%
0.76%
+3.8%
Q2 2022$607,000
-7.3%
16,865
+8.3%
0.73%
+11.8%
Q1 2022$655,000
-4.5%
15,566
+1.4%
0.66%
+17.4%
Q4 2021$686,00015,3570.56%
Other shareholders
SPDR SER TR shareholders Q4 2021
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