Financial Advocates Investment Management - SPDR SER TR ownership

SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 385 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Financial Advocates Investment Management ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$927,007
+1.3%
21,135
+5.9%
0.07%
+3.1%
Q2 2023$915,544
+16.6%
19,951
+11.7%
0.06%
+16.1%
Q1 2023$785,102
-85.3%
17,867
-85.8%
0.06%
-86.0%
Q4 2022$5,358,432
+16.6%
126,081
+5.8%
0.40%
+5.3%
Q3 2022$4,597,000
-11.6%
119,211
-9.1%
0.38%
-10.2%
Q2 2022$5,203,000
-4.3%
131,099
+13.7%
0.42%
+17.9%
Q1 2022$5,438,000
+2.8%
115,316
+8.4%
0.36%
+7.5%
Q4 2021$5,289,000
+11.9%
106,335
+3.9%
0.33%
+4.4%
Q3 2021$4,726,000
+14.2%
102,373
+16.8%
0.32%
+15.6%
Q2 2021$4,138,000
+21.2%
87,644
+17.5%
0.28%
+14.0%
Q1 2021$3,413,000
+18.1%
74,589
+4.2%
0.24%
+22.2%
Q4 2020$2,891,000
+31.8%
71,571
+6.5%
0.20%
+5.9%
Q3 2020$2,194,00067,2260.19%
Other shareholders
SPDR SER TR shareholders Q4 2021
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