Syntegra Private Wealth Group, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 464 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.6%.

Quarter-by-quarter ownership
Syntegra Private Wealth Group, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$66,445,611
-1.6%
1,800,694
+3.6%
10.44%
+1.1%
Q2 2023$67,519,180
+12.8%
1,738,393
+9.7%
10.32%
-3.1%
Q1 2023$59,841,635
+6.7%
1,584,369
+4.4%
10.65%
-5.3%
Q4 2022$56,109,5351,517,67011.24%
Other shareholders
SPDR SER TR shareholders Q1 2023
NameSharesValueWeighting ↓
Marmo Financial Group, LLC 457,644$16,919,11016.35%
Leicht Financial Planning & Wealth Management, Inc. 471,141$17,418,08311.68%
Syntegra Private Wealth Group, LLC 1,517,670$56,109,53511.24%
WALLER FINANCIAL PLANNING GROUP, INC 907,671$33,556,5939.74%
Pinnacle Wealth Planning Services, Inc. 1,240,642$45,866,5168.15%
Garrett Wealth Advisory Group, LLC 389,745$14,408,8957.40%
Summit Investment Advisory Services, LLC 149,454$5,525,3296.69%
Peterson Wealth Advisors, LLC 579,921$21,439,6856.47%
Sterling Group Wealth Management, LLC 141,816$5,242,9495.16%
Bridgeworth, LLC 871,649$32,224,8705.13%
View complete list of SPDR SER TR shareholders