DFPG INVESTMENTS, 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
DFPG INVESTMENTS, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2023$360,928
+4.5%
7,605
-6.9%
0.03%
-12.5%
Q3 2023$345,309
-19.1%
8,171
-8.6%
0.03%
-15.8%
Q2 2023$427,028
+5.3%
8,943
-3.1%
0.04%
-13.6%
Q1 2023$405,6989,2330.04%
Other shareholders
SPDR SER TR shareholders Q4 2023
NameSharesValueWeighting ↓
TIEDEMANN ADVISORS, LLC 7,570,189$246,999,00011.93%
Measured Wealth Private Client Group, LLC 647,533$21,129,00010.22%
WALLER FINANCIAL PLANNING GROUP, INC 651,299$21,252,0007.79%
Peterson Wealth Advisors, LLC 417,983$13,639,0006.99%
ARQ WEALTH ADVISORS, LLC 214,860$7,011,0006.75%
Valmark Advisers, Inc. 7,916,423$258,313,0005.87%
Financial Strategies Group, Inc. 232,092$7,573,0005.10%
Good Life Advisors, LLC 538,228$17,559,0004.78%
Retirement Planning Group, LLC 858,718$28,020,0004.57%
Private Wealth Group, LLC 159,324$5,199,0004.22%
View complete list of SPDR SER TR shareholders