MONETA GROUP INVESTMENT ADVISORS LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 369 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
MONETA GROUP INVESTMENT ADVISORS LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$9,176,693
-4.2%
209,561
+0.4%
0.21%
-1.9%
Q2 2023$9,578,920
+3.0%
208,737
-1.4%
0.21%
-4.9%
Q1 2023$9,300,258
+0.4%
211,658
+6.1%
0.22%
-12.2%
Q4 2022$9,261,570
-1.7%
199,437
-18.4%
0.25%
-29.2%
Q3 2022$9,421,000
-13.3%
244,321
-10.8%
0.36%
-3.2%
Q2 2022$10,867,000
-5.8%
273,797
+11.9%
0.37%
-18.1%
Q1 2022$11,537,000
+3.8%
244,635
+9.4%
0.45%
+0.2%
Q4 2021$11,120,000
+16.0%
223,563
+7.7%
0.45%
+2.3%
Q3 2021$9,586,000
+6.0%
207,669
+8.4%
0.44%
+6.0%
Q2 2021$9,047,000
+2.4%
191,633
-0.7%
0.42%
-10.7%
Q1 2021$8,831,000
+11.8%
192,985
-1.3%
0.47%
-17.8%
Q4 2020$7,902,000
+26.2%
195,594
+1.9%
0.57%
+4.2%
Q3 2020$6,261,000
+9.0%
191,879
+4.4%
0.54%0.0%
Q2 2020$5,745,000
+39.0%
183,840
+12.7%
0.54%
+26.7%
Q1 2020$4,133,000
-22.6%
163,166
+10.7%
0.43%
-4.0%
Q4 2019$5,341,000
+9.1%
147,419
+2.1%
0.45%
-2.2%
Q3 2019$4,895,000
+1.8%
144,438
+2.4%
0.46%
-3.4%
Q2 2019$4,808,000
-2.7%
141,121
-4.8%
0.47%
-8.1%
Q1 2019$4,939,000
+18.6%
148,185
+4.7%
0.52%
+3.8%
Q4 2018$4,164,000
-25.2%
141,536
-8.1%
0.50%
-12.8%
Q3 2018$5,568,000
+3848.9%
154,015
+3700.0%
0.57%
+3700.0%
Q2 2018$141,0004,0530.02%
Other shareholders
SPDR SER TR shareholders Q2 2022
NameSharesValueWeighting ↓
TIEDEMANN ADVISORS, LLC 6,702,683$333,374,00016.25%
WALLER FINANCIAL PLANNING GROUP, INC 786,685$39,130,0009.80%
Measured Wealth Private Client Group, LLC 487,279$24,237,0008.56%
ODonnell Financial Services, LLC 387,948$17,512,0008.09%
ARQ WEALTH ADVISORS, LLC 215,871$10,737,0007.63%
Peterson Wealth Advisors, LLC 494,976$24,620,0007.10%
Montz Harcus Wealth Management LLC 151,589$7,540,0006.60%
FLYNN ZITO CAPITAL MANAGEMENT, LLC 140,262$6,980,0005.92%
New Perspectives, Inc 165,406$8,227,0005.82%
Financial Strategies Group, Inc. 283,988$14,126,0005.76%
View complete list of SPDR SER TR shareholders