Cyndeo Wealth Partners, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 779 filers reported holding SPDR SER TR in Q2 2024. The put-call ratio across all filers is 0.00 and the average weighting 0.5%.

Quarter-by-quarter ownership
Cyndeo Wealth Partners, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$1,513,490
-11.4%
36,443
-8.1%
0.12%
-16.2%
Q1 2024$1,707,287
-0.0%
39,667
-2.0%
0.14%
-10.1%
Q4 2023$1,708,116
+14.2%
40,496
-0.1%
0.16%
+1.3%
Q3 2023$1,495,915
-1.3%
40,540
+3.9%
0.16%
-1.3%
Q2 2023$1,515,38139,0160.16%
Other shareholders
SPDR SER TR shareholders Q2 2024
NameSharesValueWeighting ↓
Sage Financial Management Group, Inc. 51,781$2,01112.07%
Marmo Financial Group, LLC 315,112$12,238,93611.06%
Syntegra Private Wealth Group, LLC 1,738,393$67,519,18010.32%
Pachira Investments Inc. 221,327$8,596,3599.24%
Taylor & Morgan Wealth Management, LLC 278,466$10,815,6078.87%
Pinnacle Wealth Planning Services, Inc. 1,401,220$54,423,3668.79%
WALLER FINANCIAL PLANNING GROUP, INC 807,130$31,348,9438.64%
Garrett Wealth Advisory Group, LLC 407,845$15,840,7297.03%
Leicht Financial Planning & Wealth Management, Inc. 271,060$10,527,9646.36%
Peterson Wealth Advisors, LLC 599,051$23,428,8756.19%
View complete list of SPDR SER TR shareholders