SPDR SER TR shareholders Q1 2024

SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 757 filers reported holding SPDR SER TR in Q1 2024. The put-call ratio across all filers is 0.03 and the average weighting 0.6%.

SPDR SER TR shareholders Q1 2024
NameSharesValueWeighting ↓
Fox Financial, Inc 362,876$15,618,17514.14%
Atlas Private Wealth Advisors 673,308$28,979,5309.68%
WALLER FINANCIAL PLANNING GROUP, INC 801,325$34,489,0499.19%
Pinnacle Wealth Planning Services, Inc. 1,412,059$60,774,9988.90%
Taylor & Morgan Wealth Management, LLC 276,884$11,917,0908.75%
Leicht Financial Planning & Wealth Management, Inc. 366,749$15,784,8738.65%
Marmo Financial Group, LLC 319,805$13,764,4148.37%
RETIREMENT FINANCIAL SOLUTIONS, LLC 371,346$15,982,7238.22%
Pachira Investments Inc. 200,695$8,637,9197.06%
Garrett Wealth Advisory Group, LLC 392,548$16,895,2716.92%
Financial Security Advisor, Inc. 451,747$19,443,2006.80%
Sterling Manor Financial, LLC 186,778$8,038,9266.04%
Peterson Wealth Advisors, LLC 648,291$27,902,4575.93%
FLYNN ZITO CAPITAL MANAGEMENT, LLC 241,213$10,381,7745.36%
Stadion Money Management, LLC 1,781,156$76,660,9544.97%
Summit Investment Advisory Services, LLC 184,635$7,946,6674.70%
Montz Harcus Wealth Management LLC 159,672$6,872,2664.65%
Abich Financial Wealth Management LLC 139,514$6,004,6834.64%
Valmark Advisers, Inc. 5,449,209$234,533,9494.08%
Private Wealth Group, LLC 182,523$7,855,7904.07%
External links

This page lists SPDR SER TR's shareholders in Q1 2024. To view SPDR SER TR's shareholder history, click here.