Compass Wealth Management LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 469 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.7%.

Quarter-by-quarter ownership
Compass Wealth Management LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2023$1,617,350
+42.2%
38,344
+24.4%
0.45%
+26.6%
Q3 2023$1,137,111
+3.9%
30,816
+9.4%
0.36%
+7.9%
Q2 2023$1,094,240
+34.3%
28,173
+30.6%
0.33%
+27.8%
Q1 2023$814,699
+10.2%
21,570
+7.8%
0.26%
+7.0%
Q4 2022$739,43720,0010.24%
Other shareholders
SPDR SER TR shareholders Q4 2022
NameSharesValueWeighting ↓
Leicht Financial Planning & Wealth Management, Inc. 408,041$17,248,00011.16%
WALLER FINANCIAL PLANNING GROUP, INC 803,931$33,982,0009.76%
Peterson Wealth Advisors, LLC 458,720$19,390,0007.89%
ISLAY CAPITAL MANAGEMENT, LLC 201,551$8,520,0007.03%
Annex Advisory Services, LLC 1,638,327$69,252,0006.67%
Stadion Money Management, LLC 3,476,853$146,967,0006.64%
Valmark Advisers, Inc. 5,515,279$233,131,0004.49%
McNamara Financial Services, Inc. 410,342$14,690,0004.48%
Wealthcare Advisory Partners LLC 1,343,014$56,769,0004.11%
Boston Standard Wealth Management, LLC 271,885$11,438,000,0003.72%
View complete list of SPDR SER TR shareholders