Portside Wealth Group, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 660 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
Portside Wealth Group, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$2,358,572
+142.8%
56,792
+151.7%
0.45%
+150.0%
Q1 2024$971,241
-0.7%
22,566
-2.7%
0.18%
-1.1%
Q4 2023$978,408
+39.8%
23,196
+22.7%
0.18%
+37.9%
Q3 2023$700,000
-0.4%
18,898
+4.4%
0.13%
+0.8%
Q2 2023$703,15718,1040.13%
Other shareholders
SPDR SER TR shareholders Q2 2023
NameSharesValueWeighting ↓
Peterson Wealth Advisors, LLC 231,845$6,937,0005.73%
McNamara Financial Services, Inc. 361,397$10,813,0004.93%
Boston Standard Wealth Management, LLC 221,157$6,617,000,0004.14%
Larson Financial Group LLC 101,712$3,043,0003.57%
Barber Financial Group, Inc. 358,552$10,728,0002.85%
Winch Advisory Services, LLC 120,622$3,609,0002.11%
Financial Enhancement Group LLC 192,166$5,750,0002.03%
RFG Advisory, LLC 160,201$4,793,0001.78%
Annex Advisory Services, LLC 323,015$9,665,0001.76%
Pinnacle Wealth Planning Services, Inc. 52,761$1,579,0001.62%
View complete list of SPDR SER TR shareholders