BOKF, NA - SPDR SER TR ownership

SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 422 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.5%.

Quarter-by-quarter ownership
BOKF, NA ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2022$207,000
-14.5%
4,910
-9.4%
0.00%
-25.0%
Q4 2021$242,000
-16.0%
5,419
-20.0%
0.00%
-20.0%
Q3 2021$288,000
-5.6%
6,770
-6.3%
0.01%
-16.7%
Q1 2021$305,0007,2260.01%
Other shareholders
SPDR SER TR shareholders Q2 2022
NameSharesValueWeighting ↓
Leicht Financial Planning & Wealth Management, Inc. 463,431$19,497,00011.61%
WALLER FINANCIAL PLANNING GROUP, INC 911,647$38,353,00010.16%
Personal Wealth Partners 365,866$15,392,0006.72%
Peterson Wealth Advisors, LLC 537,871$22,628,0006.70%
Stadion Money Management, LLC 2,772,984$116,659,0006.63%
HARVEST GROUP WEALTH MANAGEMENT, LLC 209,972$8,834,0005.02%
Pinnacle Wealth Planning Services, Inc. 623,177$26,217,0004.78%
Annex Advisory Services, LLC 1,409,144$59,283,0004.34%
McNamara Financial Services, Inc. 375,211$15,785,0004.28%
Valmark Advisers, Inc. 5,592,681$235,284,0004.14%
View complete list of SPDR SER TR shareholders