LPL Financial LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 387 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$456,625,238
-3.3%
10,427,615
+1.4%
0.32%
-5.0%
Q2 2023$471,979,537
+15.7%
10,285,020
+10.8%
0.34%
+6.0%
Q1 2023$408,053,888
+4.9%
9,286,616
+1.5%
0.32%
-4.5%
Q4 2022$388,987,781
+15.9%
9,152,654
+5.2%
0.33%
+2.8%
Q3 2022$335,553,000
+8.8%
8,702,089
+12.0%
0.32%
+10.6%
Q2 2022$308,442,000
-3.2%
7,771,277
+15.0%
0.29%
+6.9%
Q1 2022$318,570,000
+2.6%
6,755,096
+8.2%
0.27%
+5.0%
Q4 2021$310,409,000
+8.6%
6,240,633
+0.7%
0.26%
-3.0%
Q3 2021$285,939,000
-15.6%
6,194,522
-13.7%
0.27%
-21.6%
Q2 2021$338,798,000
+25.2%
7,176,413
+21.4%
0.34%
+10.3%
Q1 2021$270,558,000
+60.9%
5,912,544
+42.1%
0.31%
+42.7%
Q4 2020$168,136,000
+80.2%
4,161,784
+45.5%
0.22%
+49.3%
Q3 2020$93,327,000
+38.1%
2,860,154
+32.3%
0.15%
+23.7%
Q2 2020$67,579,000
+229.7%
2,162,531
+167.2%
0.12%
+168.2%
Q1 2020$20,498,000
+251.0%
809,230
+402.0%
0.04%
+300.0%
Q4 2019$5,840,000
+55.3%
161,205
+45.3%
0.01%
+37.5%
Q3 2019$3,761,000
+48.7%
110,975
+49.5%
0.01%
+60.0%
Q2 2019$2,529,000
+18.1%
74,215
+15.5%
0.01%0.0%
Q1 2019$2,141,000
+36.7%
64,241
+20.7%
0.01%
+25.0%
Q4 2018$1,566,000
+13.6%
53,245
+39.6%
0.00%
+33.3%
Q3 2018$1,378,000
+14.5%
38,129
+10.4%
0.00%0.0%
Q2 2018$1,204,000
+12.0%
34,523
+6.5%
0.00%0.0%
Q1 2018$1,075,000
+3.1%
32,430
+3.8%
0.00%0.0%
Q4 2017$1,043,000
+59.7%
31,251
+357.9%
0.00%
+50.0%
Q3 2017$653,000
-13.2%
6,825
-15.6%
0.00%
-33.3%
Q2 2017$752,000
+4.3%
8,088
+1.3%
0.00%
-40.0%
Q1 2017$721,000
+19.4%
7,986
+17.5%
0.01%0.0%
Q4 2016$604,000
+10.0%
6,794
+0.8%
0.01%0.0%
Q3 2016$549,000
+4.8%
6,741
+0.1%
0.01%
+25.0%
Q2 2016$524,000
-47.2%
6,731
-49.2%
0.00%
+33.3%
Q1 2016$992,000
-5.0%
13,255
-4.4%
0.00%0.0%
Q4 2015$1,044,000
+55.6%
13,872
+64.9%
0.00%
-25.0%
Q3 2015$671,000
+0.4%
8,410
+9.5%
0.00%
+33.3%
Q2 2015$668,000
+2.1%
7,679
+2.2%
0.00%0.0%
Q1 2015$654,000
-2.8%
7,513
-5.8%
0.00%
-25.0%
Q4 2014$673,000
+2.0%
7,974
-2.1%
0.00%0.0%
Q3 2014$660,000
-31.2%
8,145
-26.3%
0.00%
-33.3%
Q2 2014$959,000
-33.4%
11,052
-35.5%
0.01%
-33.3%
Q1 2014$1,441,000
+2.6%
17,138
+0.8%
0.01%0.0%
Q4 2013$1,404,000
-52.7%
17,002
-51.5%
0.01%
-55.0%
Q3 2013$2,968,000
+14.6%
35,091
+3.0%
0.02%
+5.3%
Q2 2013$2,591,00034,0560.02%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
TIEDEMANN ADVISORS, LLC 5,749,413$251,766,84510.80%
Atlas Private Wealth Advisors 1,256,553$55,024,61610.40%
Syntegra Private Wealth Group, LLC 1,355,649$59,363,8549.32%
Pachira Investments Inc. 184,894$8,096,5109.09%
WALLER FINANCIAL PLANNING GROUP, INC 685,362$30,012,0078.73%
Measured Wealth Private Client Group, LLC 467,583$20,475,4728.23%
Bridgeworth, LLC 1,680,488$73,588,5558.13%
RESTON WEALTH MANAGEMENT LLC 342,372$14,992,4487.57%
First International Bank & Trust 438,801$19,215,0966.92%
Peterson Wealth Advisors, LLC 581,770$25,475,6876.84%
View complete list of SPDR SER TR shareholders