Lee Financial Co - 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
Lee Financial Co ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$8,847
+4.9%
193
+0.5%
0.00%
+100.0%
Q1 2023$8,434
-15.5%
192
-18.3%
0.00%
-50.0%
Q4 2022$9,979
+10.9%
235
+0.4%
0.00%0.0%
Q3 2022$9,0000.0%234
+0.4%
0.00%0.0%
Q2 2022$9,000
-18.2%
233
+0.4%
0.00%0.0%
Q1 2022$11,000
-8.3%
232
+0.4%
0.00%0.0%
Q4 2021$12,000
+9.1%
2310.0%0.00%0.0%
Q3 2021$11,0000.0%2310.0%0.00%0.0%
Q2 2021$11,000
+450.0%
231
+352.9%
0.00%
Q1 2021$2,0000.0%510.0%0.00%
-100.0%
Q4 2020$2,000510.00%
Other shareholders
SPDR SER TR shareholders Q2 2022
NameSharesValueWeighting ↓
TIEDEMANN ADVISORS, LLC 6,910,743$274,284,00020.64%
WALLER FINANCIAL PLANNING GROUP, INC 787,692$31,263,0009.15%
Atlas Private Wealth Advisors 320,579$12,724,0007.63%
Peterson Wealth Advisors, LLC 538,148$21,359,0007.05%
Montz Harcus Wealth Management LLC 165,664$6,575,0006.93%
New Perspectives, Inc 205,797$8,168,0766.65%
Measured Wealth Private Client Group, LLC 341,622$13,559,0005.99%
Valmark Advisers, Inc. 7,163,702$284,327,0005.52%
Financial Strategies Group, Inc. 322,918$12,817,0005.37%
Private Wealth Group, LLC 98,404$3,906,0004.84%
View complete list of SPDR SER TR shareholders