Perigon Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 251 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Perigon Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2020$72,000
-77.6%
1,771
-80.1%
0.01%
-87.9%
Q4 2019$322,000
+8.4%
8,904
+0.9%
0.07%
-5.7%
Q3 2019$297,0008,8210.07%
Other shareholders
SPDR SER TR shareholders Q4 2019
NameSharesValueWeighting ↓
TIEDEMANN ADVISORS, LLC 5,749,413$251,766,84510.80%
Atlas Private Wealth Advisors 1,256,553$55,024,61610.40%
Syntegra Private Wealth Group, LLC 1,355,649$59,363,8549.32%
Pachira Investments Inc. 184,894$8,096,5109.09%
WALLER FINANCIAL PLANNING GROUP, INC 685,362$30,012,0078.73%
Measured Wealth Private Client Group, LLC 467,583$20,475,4728.23%
Bridgeworth, LLC 1,680,488$73,588,5558.13%
RESTON WEALTH MANAGEMENT LLC 342,372$14,992,4487.57%
First International Bank & Trust 438,801$19,215,0966.92%
Peterson Wealth Advisors, LLC 581,770$25,475,6876.84%
View complete list of SPDR SER TR shareholders