COMMONWEALTH EQUITY SERVICES, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 331 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 1.10 and the average weighting 0.6%.

Quarter-by-quarter ownership
COMMONWEALTH EQUITY SERVICES, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$27,469
-2.4%
744,416
+2.8%
0.06%0.0%
Q2 2023$28,136
+168.2%
724,402
+160.9%
0.06%
+159.1%
Q1 2023$10,489
-21.3%
277,707
-23.0%
0.02%
-31.2%
Q4 2022$13,326
-99.9%
360,461
+1.0%
0.03%
+3.2%
Q3 2022$12,158,000
-0.5%
356,970
+5.2%
0.03%
-3.1%
Q2 2022$12,213,000
-13.0%
339,450
+1.8%
0.03%0.0%
Q1 2022$14,033,000
-15.7%
333,572
-10.4%
0.03%
-13.5%
Q4 2021$16,645,000
+20.2%
372,454
+14.6%
0.04%
+5.7%
Q3 2021$13,847,000
+73.5%
325,068
+79.0%
0.04%
+75.0%
Q2 2021$7,979,000
+38.5%
181,608
+33.2%
0.02%
+25.0%
Q1 2021$5,763,000
+16.3%
136,359
-1.5%
0.02%
+6.7%
Q4 2020$4,956,000
+37.6%
138,449
+5.2%
0.02%
+25.0%
Q3 2020$3,603,000
+6.4%
131,600
+3.2%
0.01%
-7.7%
Q2 2020$3,387,000
+37.0%
127,484
+12.6%
0.01%
+8.3%
Q1 2020$2,472,000
-30.4%
113,200
+4.0%
0.01%
-14.3%
Q4 2019$3,550,000
-11.5%
108,812
-18.7%
0.01%
-17.6%
Q3 2019$4,013,000
-6.8%
133,798
-4.8%
0.02%
-10.5%
Q2 2019$4,304,000
+1.0%
140,476
-0.4%
0.02%
-5.0%
Q1 2019$4,262,000
+17.1%
141,003
+2.1%
0.02%
+5.3%
Q4 2018$3,641,000
+5.1%
138,145
+32.6%
0.02%
+11.8%
Q3 2018$3,464,000
+8.4%
104,221
+5.3%
0.02%0.0%
Q2 2018$3,195,000
+20.2%
98,968
+11.4%
0.02%
+21.4%
Q1 2018$2,657,000
+3.3%
88,834
+4.2%
0.01%0.0%
Q4 2017$2,572,00085,2940.01%
Other shareholders
SPDR SER TR shareholders Q1 2021
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