J.P. Morgan Private Wealth Advisors LLC - SPDR SER TR ownership

Back to all holdings Add to watchlist

SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 453 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.6%.

Links
Filings
External links
Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$358,859
-7.4%
8,195
-2.9%
0.00%
-50.0%
Q2 2023$387,449
+3.0%
8,443
-1.4%
0.00%
+100.0%
Q1 2023$376,258
-8.2%
8,563
-11.2%
0.00%0.0%
Q4 2022$409,743
-13.9%
9,641
-21.9%
0.00%0.0%
Q3 2022$476,000
-3.8%
12,338
-1.0%
0.00%0.0%
Q2 2022$495,000
+3.3%
12,468
+22.7%
0.00%0.0%
Q1 2022$479,000
+11.4%
10,164
+17.6%
0.00%0.0%
Q4 2021$430,000
+10.0%
8,644
+2.1%
0.00%0.0%
Q3 2021$391,000
-2.2%
8,4650.0%0.00%0.0%
Q2 2021$400,000
+33.3%
8,465
+29.0%
0.00%0.0%
Q1 2021$300,000
-10.4%
6,560
-21.0%
0.00%0.0%
Q4 2020$335,000
+38.4%
8,299
+11.7%
0.00%0.0%
Q3 2020$242,000
+19.8%
7,428
+15.2%
0.00%0.0%
Q2 2020$202,000
-13.7%
6,4500.0%0.00%0.0%
Q4 2019$234,000
+6.8%
6,4500.0%0.00%0.0%
Q3 2019$219,000
-0.9%
6,450
-0.8%
0.00%0.0%
Q2 2019$221,000
+1.8%
6,501
-11.7%
0.00%0.0%
Q4 2018$217,000
-18.4%
7,3590.0%0.00%0.0%
Q3 2018$266,000
+18.2%
7,359
+14.1%
0.00%0.0%
Q2 2018$225,000–6,450–0.00%–
 Download
Other shareholders
SPDR SER TR shareholders Q2 2023
NameSharesValueWeighting ↓
TIEDEMANN ADVISORS, LLC 5,997,776$263,542,30711.97%
Atlas Private Wealth Advisors 496,412$21,812,35810.08%
RESTON WEALTH MANAGEMENT LLC 407,779$17,917,8299.37%
Bridgeworth, LLC 1,652,819$72,624,8789.16%
Syntegra Private Wealth Group, LLC 1,164,976$51,189,0339.11%
WALLER FINANCIAL PLANNING GROUP, INC 693,104$30,454,9828.63%
Montz Harcus Wealth Management LLC 172,177$7,565,4546.99%
Peterson Wealth Advisors, LLC 566,197$24,878,7116.85%
Gateway Wealth Partners, LLC 1,005,116$44,164,7716.79%
First International Bank & Trust 431,119$18,943,3696.28%
View complete list of SPDR SER TR shareholders