Tilson Financial Group, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 650 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.6%.

Quarter-by-quarter ownership
Tilson Financial Group, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$802
-10.0%
21,745
-5.2%
0.63%
-58.4%
Q2 2023$891
+1.6%
22,947
-1.2%
1.52%
+111.6%
Q1 2023$877
-0.9%
23,231
-3.0%
0.72%
-5.0%
Q4 2022$88523,9500.75%
Other shareholders
SPDR SER TR shareholders Q2 2023
NameSharesValueWeighting ↓
Leicht Financial Planning & Wealth Management, Inc. 516,957$21,774,00013.22%
Stadion Money Management, LLC 4,958,674$217,884,00010.98%
WALLER FINANCIAL PLANNING GROUP, INC 821,923$36,115,0009.68%
Peterson Wealth Advisors, LLC 487,375$21,415,0007.60%
ISLAY CAPITAL MANAGEMENT, LLC 187,264$8,228,0006.66%
Annex Advisory Services, LLC 1,531,291$67,283,0005.45%
Personal Wealth Partners 275,704$12,114,0004.89%
McNamara Financial Services, Inc. 372,529$16,369,0004.52%
Valmark Advisers, Inc. 5,337,697$234,538,0004.30%
Wealthcare Advisory Partners LLC 1,341,421$58,942,0003.94%
View complete list of SPDR SER TR shareholders