Advisor OS, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 458 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.6%.

Quarter-by-quarter ownership
Advisor OS, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$3,323,143
-2.4%
64,778
+1.5%
0.36%
-6.9%
Q1 2024$3,403,170
+134.1%
63,801
+113.9%
0.39%
+106.9%
Q4 2023$1,453,489
+38.4%
29,833
+24.4%
0.19%
+20.4%
Q3 2023$1,050,145
+8.1%
23,981
+13.3%
0.16%
-1.3%
Q2 2023$971,39821,1680.16%
Other shareholders
SPDR SER TR shareholders Q2 2023
NameSharesValueWeighting ↓
TIEDEMANN ADVISORS, LLC 7,570,189$246,999,00011.93%
Measured Wealth Private Client Group, LLC 647,533$21,129,00010.22%
WALLER FINANCIAL PLANNING GROUP, INC 651,299$21,252,0007.79%
Peterson Wealth Advisors, LLC 417,983$13,639,0006.99%
ARQ WEALTH ADVISORS, LLC 214,860$7,011,0006.75%
Valmark Advisers, Inc. 7,916,423$258,313,0005.87%
Financial Strategies Group, Inc. 232,092$7,573,0005.10%
Good Life Advisors, LLC 538,228$17,559,0004.78%
Retirement Planning Group, LLC 858,718$28,020,0004.57%
Private Wealth Group, LLC 159,324$5,199,0004.22%
View complete list of SPDR SER TR shareholders