CREATIVE FINANCIAL DESIGNS INC /ADV - SPDR SER TR ownership

SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 350 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 1.01 and the average weighting 0.6%.

Quarter-by-quarter ownership
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$364,769
-1.7%
9,885
+3.5%
0.04%
-2.3%
Q2 2023$370,942
+109.4%
9,551
+103.6%
0.04%
+91.3%
Q1 2023$177,136
+1.3%
4,690
-0.9%
0.02%
-11.5%
Q4 2022$174,941
+8.7%
4,732
+0.0%
0.03%0.0%
Q3 2022$161,000
+11.0%
4,731
+17.8%
0.03%
+8.3%
Q2 2022$145,000
-17.1%
4,017
-3.7%
0.02%
-11.1%
Q1 2022$175,000
-6.9%
4,170
-0.7%
0.03%
-3.6%
Q4 2021$188,000
+5.6%
4,198
+0.3%
0.03%
-3.4%
Q3 2021$178,000
-4.3%
4,186
-1.2%
0.03%
-9.4%
Q2 2021$186,000
-4.6%
4,237
-8.3%
0.03%
-15.8%
Q1 2021$195,000
+34.5%
4,618
+14.2%
0.04%
+22.6%
Q4 2020$145,000
+29.5%
4,043
-1.5%
0.03%
+10.7%
Q3 2020$112,000
+261.3%
4,104
+251.7%
0.03%
+211.1%
Q2 2020$31,000
+29.2%
1,167
+6.4%
0.01%
-25.0%
Q1 2020$24,0001,0970.01%
Other shareholders
SPDR SER TR shareholders Q3 2021
NameSharesValueWeighting ↓
Leicht Financial Planning & Wealth Management, Inc. 491,095$16,727,00011.96%
WALLER FINANCIAL PLANNING GROUP, INC 897,808$30,579,0009.35%
Garrett Wealth Advisory Group, LLC 373,355$12,716,0007.10%
Peterson Wealth Advisors, LLC 566,032$19,279,0006.47%
KARLINSKI ANDREW C 111,636$3,802,0005.76%
Pinnacle Wealth Planning Services, Inc. 829,697$28,260,0005.22%
HARVEST GROUP WEALTH MANAGEMENT, LLC 194,548$7,006,0004.66%
FLYNN ZITO CAPITAL MANAGEMENT, LLC 128,067$4,362,0004.32%
ADAMSBROWN WEALTH CONSULTANTS LLC 162,315$5,528,0004.21%
Valmark Advisers, Inc. 6,003,087$204,465,0004.11%
View complete list of SPDR SER TR shareholders