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 ↓
WALLER FINANCIAL PLANNING GROUP, INC 693,518$33,788,2028.88%
CGN Advisors LLC 365,474$17,805,9012.47%
ST GERMAIN D J CO INC 258,628$12,600,3560.66%
CHEMUNG CANAL TRUST CO 60,994$2,971,6280.61%
Compass Wealth Management LLC 32,660$1,591,1960.44%
Curbstone Financial Management Corp 14,400$701,5680.16%
Pure Financial Advisors, LLC 73,731$3,592,1930.12%
WealthPLAN Partners, LLC 22,036$1,073,5940.11%
Apella Capital, LLC 6,418$304,1410.02%
M&R CAPITAL MANAGEMENT INC 791$38,5460.01%
View complete list of SPDR SER TR shareholders