Outlook Wealth 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
Outlook Wealth Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$443,549
-6.4%
10,129
-1.9%
0.17%
-5.6%
Q2 2023$473,722
+2.1%
10,323
-2.2%
0.18%
-13.1%
Q1 2023$464,007
-67.8%
10,560
-65.4%
0.21%
-57.2%
Q1 2022$1,439,000
-6.6%
30,500
-1.5%
0.48%
+6.4%
Q4 2021$1,540,00030,9600.45%
Other shareholders
SPDR SER TR shareholders Q4 2021
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