DAVENPORT & Co LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 779 filers reported holding SPDR SER TR in Q2 2024. The put-call ratio across all filers is 0.00 and the average weighting 0.5%.

Quarter-by-quarter ownership
DAVENPORT & Co LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$25,902,142
-33.0%
623,697
-30.5%
0.16%
-34.2%
Q1 2024$38,648,401
+10.2%
897,965
+8.0%
0.24%
-0.4%
Q4 2023$35,075,840
+21.1%
831,575
+6.0%
0.24%
+8.7%
Q3 2023$28,959,750
+4.1%
784,817
+9.6%
0.22%
+7.4%
Q2 2023$27,807,285715,9450.20%
Other shareholders
SPDR SER TR shareholders Q2 2024
NameSharesValueWeighting ↓
WALLER FINANCIAL PLANNING GROUP, INC 495,999$15,336,0008.12%
Peterson Wealth Advisors, LLC 349,573$10,487,0006.42%
S. R. Schill & Associates 369,606$11,088,0006.17%
Annex Advisory Services, LLC 1,192,851$35,785,0004.81%
McNamara Financial Services, Inc. 372,283$11,407,0004.63%
Advisory Alpha, LLC 531,872$15,498,743,0004.59%
Boston Standard Wealth Management, LLC 270,314$8,109,000,0003.91%
Wealthcare Advisory Partners LLC 751,912$22,557,0003.27%
Larson Financial Group LLC 159,139$4,774,0003.12%
Valtinson Bruner Financial Planning LLC 116,606$3,475,0002.83%
View complete list of SPDR SER TR shareholders