Winch Advisory Services, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 133 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Winch Advisory Services, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$27
-3.6%
620
+0.5%
0.01%0.0%
Q2 2023$28
+3.7%
617
+0.3%
0.01%0.0%
Q1 2023$27
+3.8%
615
+0.5%
0.01%
-9.1%
Q4 2022$26
-99.9%
612
+0.3%
0.01%
+10.0%
Q3 2022$24,0000.0%610
+0.5%
0.01%0.0%
Q2 2022$24,000
+1100.0%
607
+1191.5%
0.01%
+900.0%
Q1 2022$2,0000.0%470.0%0.00%0.0%
Q4 2021$2,0000.0%470.0%0.00%0.0%
Q3 2021$2,0000.0%470.0%0.00%0.0%
Q2 2021$2,0000.0%470.0%0.00%0.0%
Q1 2021$2,0000.0%470.0%0.00%0.0%
Q4 2020$2,0000.0%470.0%0.00%0.0%
Q3 2020$2,000
-85.7%
47
-89.5%
0.00%
-85.7%
Q2 2020$14,000
-22.2%
446
-37.9%
0.01%
-22.2%
Q1 2020$18,000
-99.8%
718
-99.7%
0.01%
-99.8%
Q4 2019$10,350,000
+4.7%
285,669
-2.0%
4.91%
-4.6%
Q3 2019$9,884,000
-0.4%
291,641
+0.2%
5.15%
-0.4%
Q2 2019$9,921,000
+3.8%
291,201
+1.5%
5.17%
-2.2%
Q1 2019$9,560,000
+77.7%
286,839
+92.7%
5.29%
+95.5%
Q3 2018$5,380,000
+4.1%
148,827
+0.5%
2.70%
-2.9%
Q2 2018$5,167,000
+0.1%
148,149
-4.8%
2.78%
-7.9%
Q1 2018$5,161,000155,6273.02%
Other shareholders
SPDR SER TR shareholders Q2 2018
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