SPDR SER TR shareholders Q3 2023

SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 665 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.

SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Marmo Financial Group, LLC 310,740$11,466,29110.88%
Syntegra Private Wealth Group, LLC 1,800,694$66,445,61110.44%
Taylor & Morgan Wealth Management, LLC 272,824$10,067,1919.07%
Pachira Investments Inc. 217,427$8,023,0489.01%
Pinnacle Wealth Planning Services, Inc. 1,432,518$52,859,8968.71%
WALLER FINANCIAL PLANNING GROUP, INC 801,230$29,565,3758.60%
Financial Security Advisor, Inc. 457,335$16,875,6877.76%
RETIREMENT FINANCIAL SOLUTIONS, LLC 306,880$11,323,8727.63%
Garrett Wealth Advisory Group, LLC 424,884$15,678,2647.14%
Wall Capital Group, Inc. 138,972$5,018,2797.13%
Leicht Financial Planning & Wealth Management, Inc. 280,553$10,352,4206.39%
Sterling Manor Financial, LLC 185,780$6,855,2826.21%
Peterson Wealth Advisors, LLC 614,417$22,671,9876.09%
Braun-Bostich & Associates Inc. 88,304$3,258,4186.08%
FLYNN ZITO CAPITAL MANAGEMENT, LLC 229,584$8,471,6055.94%
Atlas Private Wealth Advisors 826,882$30,512,3785.77%
Wealth Management Solutions, LLC 204,647$7,551,4755.18%
Austin Private Wealth, LLC 944,849$34,864,9405.04%
Summit Investment Advisory Services, LLC 172,920$6,380,7954.73%
Montz Harcus Wealth Management LLC 137,540$5,075,2204.34%
External links

This page lists SPDR SER TR's shareholders in Q3 2023. To view SPDR SER TR's shareholder history, click here.