NewSquare Capital LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 13 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
NewSquare Capital LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$11,517
-2.7%
263
+1.9%
0.00%0.0%
Q2 2023$11,840
+4.4%
2580.0%0.00%0.0%
Q1 2023$11,337
+13.4%
2580.0%0.00%0.0%
Q3 2022$10,000
-91.3%
258
-91.1%
0.00%
-93.3%
Q2 2022$115,000
-15.4%
2,8930.0%0.02%
+7.1%
Q1 2022$136,0002,8930.01%
Other shareholders
SPDR SER TR shareholders Q4 2023
NameSharesValueWeighting ↓
TIEDEMANN ADVISORS, LLC 5,792,039$265,796,81511.30%
Atlas Private Wealth Advisors 1,081,485$49,629,36610.05%
Pachira Investments Inc. 188,319$8,641,9539.29%
RESTON WEALTH MANAGEMENT LLC 415,717$19,077,2479.08%
Syntegra Private Wealth Group, LLC 1,290,515$59,221,7299.05%
WALLER FINANCIAL PLANNING GROUP, INC 690,847$31,702,9798.74%
Bridgeworth, LLC 1,693,311$77,706,0518.58%
Measured Wealth Private Client Group, LLC 457,992$21,017,2407.98%
First International Bank & Trust 474,153$21,758,8816.93%
Peterson Wealth Advisors, LLC 566,023$26,071,0106.89%
View complete list of SPDR SER TR shareholders