Private Wealth Group, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 376 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Private Wealth Group, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$6,774,620
+63.3%
154,707
+71.1%
4.44%
+3.9%
Q2 2023$4,149,833
+167.2%
90,430
+155.9%
4.27%
+99.9%
Q1 2023$1,552,840
-8.6%
35,340
-11.6%
2.14%
-11.4%
Q4 2022$1,699,065
+9.7%
39,978
-0.5%
2.41%
-0.4%
Q3 2022$1,549,000
-60.3%
40,167
-59.2%
2.42%
-49.9%
Q2 2022$3,906,000
-43.8%
98,404
-33.2%
4.84%
-5.4%
Q1 2022$6,946,000
-14.4%
147,296
-9.7%
5.11%
-7.0%
Q4 2021$8,113,000
+8.2%
163,105
+0.4%
5.50%
+11.0%
Q3 2021$7,501,000
+0.5%
162,500
+2.8%
4.95%
+0.3%
Q2 2021$7,461,000
+9.7%
158,045
+6.3%
4.94%
+1.6%
Q1 2021$6,801,000
+11.9%
148,614
-1.2%
4.86%
-4.1%
Q4 2020$6,080,000
+16.9%
150,489
-5.5%
5.06%
+20.1%
Q3 2020$5,199,000
+1979.6%
159,324
+1888.1%
4.22%
+1956.6%
Q2 2020$250,0008,0140.20%
Other shareholders
SPDR SER TR shareholders Q3 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