CAPSTONE WEALTH MANAGEMENT GROUP, 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
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 Q1 2022
NameSharesValueWeighting ↓
Marmo Financial Group, LLC 310,740$11,466,29110.88%
Syntegra Private Wealth Group, LLC 1,800,694$66,445,61110.44%
Taylor & Morgan Wealth Management, LLC 272,824$10,067,1919.07%
Pachira Investments Inc. 217,427$8,023,0489.01%
Pinnacle Wealth Planning Services, Inc. 1,432,518$52,859,8968.71%
WALLER FINANCIAL PLANNING GROUP, INC 801,230$29,565,3758.60%
Financial Security Advisor, Inc. 457,335$16,875,6877.76%
RETIREMENT FINANCIAL SOLUTIONS, LLC 306,880$11,323,8727.63%
Garrett Wealth Advisory Group, LLC 424,884$15,678,2647.14%
Wall Capital Group, Inc. 138,972$5,018,2797.13%
View complete list of SPDR SER TR shareholders