Clear Perspective Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 182 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Clear Perspective Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2021$1,833,000
+14.5%
36,861
+6.3%
0.56%
+1.5%
Q3 2021$1,601,000
+5.4%
34,688
+7.8%
0.55%
+4.0%
Q2 2021$1,519,000
+8.0%
32,176
+4.6%
0.53%
-4.2%
Q1 2021$1,407,000
+600.0%
30,752
+288.0%
0.55%
+310.4%
Q1 2020$201,000
-54.9%
7,925
-35.6%
0.13%
-51.4%
Q4 2019$446,000
-49.6%
12,312
-52.7%
0.28%
-31.2%
Q3 2019$885,000
+88.3%
26,046
+88.6%
0.40%
+32.8%
Q2 2019$470,000
+0.9%
13,809
-1.1%
0.30%
-8.8%
Q1 2019$466,000
-34.5%
13,967
-42.2%
0.33%
-44.0%
Q4 2018$711,000
-42.4%
24,157
-29.3%
0.59%
-35.4%
Q3 2018$1,235,00034,1760.92%
Other shareholders
SPDR SER TR shareholders Q4 2018
NameSharesValueWeighting ↓
TIEDEMANN ADVISORS, LLC 6,910,743$274,284,00020.64%
WALLER FINANCIAL PLANNING GROUP, INC 787,692$31,263,0009.15%
Atlas Private Wealth Advisors 320,579$12,724,0007.63%
Peterson Wealth Advisors, LLC 538,148$21,359,0007.05%
Montz Harcus Wealth Management LLC 165,664$6,575,0006.93%
New Perspectives, Inc 205,797$8,168,0766.65%
Measured Wealth Private Client Group, LLC 341,622$13,559,0005.99%
Valmark Advisers, Inc. 7,163,702$284,327,0005.52%
Financial Strategies Group, Inc. 322,918$12,817,0005.37%
Private Wealth Group, LLC 98,404$3,906,0004.84%
View complete list of SPDR SER TR shareholders