Spartan Planning & Wealth Management - SPDR SER TR ownership

SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 387 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Spartan Planning & Wealth Management ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$125,590
+127.7%
2,868
+121.0%
0.15%
+113.0%
Q4 2022$55,165
+2.2%
1,298
-7.8%
0.07%
-2.8%
Q3 2022$54,000
-3.6%
1,408
-0.8%
0.07%
-5.3%
Q2 2022$56,000
-100.0%
1,419
-58.8%
0.08%
-63.1%
Q1 2022$162,000,0003,4420.20%
Other shareholders
SPDR SER TR shareholders Q1 2022
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