Gradient Investments LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 325 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$788
-4.6%
180.0%0.00%
Q2 2023$826
-80.6%
18
-81.4%
0.00%
Q1 2023$4,262
+457.1%
97
+438.9%
0.00%
Q4 2022$765
-23.5%
180.0%0.00%
Q3 2022$1,0000.0%180.0%0.00%
Q2 2022$1,0000.0%180.0%0.00%
Q1 2022$1,0000.0%180.0%0.00%
Q4 2021$1,0000.0%180.0%0.00%
Q3 2021$1,000
-66.7%
18
-66.0%
0.00%
Q2 2021$3,000
-95.3%
53
-96.2%
0.00%
-100.0%
Q1 2021$64,000
+1500.0%
1,394
+1167.3%
0.00%
Q4 2020$4,0000.0%1100.0%0.00%
Q3 2020$4,000
+300.0%
110
+168.3%
0.00%
Q2 2020$1,0000.0%41
+70.8%
0.00%
Q1 2020$1,0000.0%24
+4.3%
0.00%
Q4 2019$1,000230.00%
Other shareholders
SPDR SER TR shareholders Q3 2021
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