MONECO Advisors, LLC - 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
MONECO Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$316,968
-12.6%
7,238
-8.5%
0.09%
-12.0%
Q2 2023$362,865
+30.7%
7,907
+25.2%
0.10%
+22.0%
Q1 2023$277,534
+31.0%
6,316
+26.7%
0.08%
+6.5%
Q4 2022$211,852
-47.7%
4,985
-43.2%
0.08%
-51.9%
Q3 2021$405,0008,7820.16%
Other shareholders
SPDR SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
TIEDEMANN ADVISORS, LLC 7,660,177$350,528,00015.35%
Measured Wealth Private Client Group, LLC 643,554$29,449,00010.44%
WALLER FINANCIAL PLANNING GROUP, INC 742,859$33,993,0009.77%
Peterson Wealth Advisors, LLC 425,882$19,488,0007.93%
ARQ WEALTH ADVISORS, LLC 226,467$10,363,0006.70%
Valmark Advisers, Inc. 6,801,616$311,242,0006.00%
Financial Strategies Group, Inc. 237,078$10,849,0005.62%
Horizon Investments, LLC 3,156,299$144,433,0005.30%
Retirement Planning Group, LLC 778,081$35,605,0004.90%
Good Life Advisors, LLC 524,640$24,001,0004.86%
View complete list of SPDR SER TR shareholders