Wealthcare Advisory Partners LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 225 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Wealthcare Advisory Partners LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$22,491,964
+2.3%
513,632
+7.2%
1.03%
+5.0%
Q2 2023$21,994,778
-16.4%
479,293
-19.9%
0.98%
-12.9%
Q1 2023$26,299,649
+5.7%
598,535
+2.2%
1.13%
-5.0%
Q4 2022$24,883,518
+29.0%
585,495
+17.0%
1.19%
+8.0%
Q3 2022$19,294,000
-12.1%
500,363
-9.5%
1.10%
-17.0%
Q2 2022$21,938,000
+15.0%
552,740
+36.6%
1.33%
+14.5%
Q1 2022$19,082,000
+14.6%
404,632
+20.9%
1.16%
+16.4%
Q4 2021$16,652,000
+46.8%
334,782
+36.3%
1.00%
+34.2%
Q3 2021$11,342,000
+17.5%
245,710
+20.2%
0.74%
+14.9%
Q2 2021$9,651,000
+122.4%
204,437
+115.6%
0.65%
+105.7%
Q1 2021$4,339,000
+661.2%
94,831
+572.1%
0.31%
+515.7%
Q4 2020$570,000
+8042.9%
14,109
+5049.3%
0.05%
+5000.0%
Q1 2020$7,000
+75.0%
274
+174.0%
0.00%0.0%
Q4 2019$4,000
+33.3%
1000.0%0.00%
Q3 2019$3,0000.0%100
-1.0%
0.00%
Q2 2019$3,0000.0%101
+1.0%
0.00%
-100.0%
Q1 2019$3,0000.0%1000.0%0.00%0.0%
Q4 2018$3,000
-25.0%
1000.0%0.00%0.0%
Q3 2018$4,0001000.00%
Other shareholders
SPDR SER TR shareholders Q2 2020
NameSharesValueWeighting ↓
TIEDEMANN ADVISORS, LLC 5,997,776$263,542,30711.97%
Atlas Private Wealth Advisors 496,412$21,812,35810.08%
RESTON WEALTH MANAGEMENT LLC 407,779$17,917,8299.37%
Bridgeworth, LLC 1,652,819$72,624,8789.16%
Syntegra Private Wealth Group, LLC 1,164,976$51,189,0339.11%
WALLER FINANCIAL PLANNING GROUP, INC 693,104$30,454,9828.63%
Montz Harcus Wealth Management LLC 172,177$7,565,4546.99%
Peterson Wealth Advisors, LLC 566,197$24,878,7116.85%
Gateway Wealth Partners, LLC 1,005,116$44,164,7716.79%
First International Bank & Trust 431,119$18,943,3696.28%
View complete list of SPDR SER TR shareholders