EVERGREEN CAPITAL MANAGEMENT LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 540 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
EVERGREEN CAPITAL MANAGEMENT LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$1,016,561
+7.0%
19,816
+11.2%
0.04%
+2.8%
Q1 2024$950,306
+9.5%
17,8160.0%0.04%
+2.9%
Q4 2023$867,996
+11.3%
17,8160.0%0.04%
+2.9%
Q3 2023$780,163
-4.6%
17,8160.0%0.03%0.0%
Q2 2023$817,57717,8160.03%
Other shareholders
SPDR SER TR shareholders Q4 2023
NameSharesValueWeighting ↓
TIEDEMANN ADVISORS, LLC 7,594,115$358,513,00014.36%
Measured Wealth Private Client Group, LLC 637,302$30,087,0009.58%
WALLER FINANCIAL PLANNING GROUP, INC 755,447$35,665,0009.56%
Peterson Wealth Advisors, LLC 459,767$21,706,0007.70%
ARQ WEALTH ADVISORS, LLC 236,870$11,183,0007.17%
Valmark Advisers, Inc. 6,672,690$315,018,0005.77%
Financial Strategies Group, Inc. 253,742$11,979,0005.54%
New Perspectives, Inc 139,199$6,572,0005.10%
Good Life Advisors, LLC 553,675$26,139,0004.96%
Private Wealth Group, LLC 158,045$7,461,0004.94%
View complete list of SPDR SER TR shareholders