PSI Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 381 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
PSI Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$9,133,050
+5.3%
178,032
+9.5%
2.89%
-7.8%
Q1 2024$8,675,455
+0.1%
162,644
-8.6%
3.14%
-3.1%
Q4 2023$8,666,814
+38.1%
177,891
+24.1%
3.24%
+19.1%
Q3 2023$6,276,052
+10.4%
143,321
+15.7%
2.72%
+8.9%
Q2 2023$5,686,943
-24.4%
123,925
-27.6%
2.50%
-31.3%
Q1 2023$7,523,457
+14.7%
171,221
+10.9%
3.63%
+4.1%
Q4 2022$6,560,563
+28.4%
154,366
+16.5%
3.49%
+30.1%
Q3 2022$5,108,000
+19.4%
132,492
+22.9%
2.68%
+27.6%
Q2 2022$4,279,000
-20.7%
107,817
-5.8%
2.10%
-5.3%
Q1 2022$5,399,000
+3.6%
114,466
+9.3%
2.22%
+4.8%
Q4 2021$5,211,000
+40.5%
104,762
+30.4%
2.12%
+24.4%
Q3 2021$3,710,000
+10.1%
80,362
+12.5%
1.70%
-4.1%
Q2 2021$3,371,000
+13.1%
71,410
+9.7%
1.78%
+1.3%
Q1 2021$2,980,000
+358.5%
65,124
+304.6%
1.76%
+291.7%
Q4 2020$650,000
+177.8%
16,095
+124.2%
0.45%
+150.3%
Q3 2020$234,0007,1790.18%
Other shareholders
SPDR SER TR shareholders Q3 2022
NameSharesValueWeighting ↓
TIEDEMANN ADVISORS, LLC 6,502,735$306,658,00015.58%
WALLER FINANCIAL PLANNING GROUP, INC 807,870$38,099,00010.10%
Measured Wealth Private Client Group, LLC 485,391$22,891,0008.41%
Peterson Wealth Advisors, LLC 510,195$24,061,0007.12%
Montz Harcus Wealth Management LLC 158,869$7,492,0006.72%
New Perspectives, Inc 181,910$8,579,0006.18%
Financial Strategies Group, Inc. 319,629$15,074,0006.01%
FLYNN ZITO CAPITAL MANAGEMENT, LLC 147,749$6,968,0005.92%
ARQ WEALTH ADVISORS, LLC 185,421$8,744,0005.89%
Valmark Advisers, Inc. 6,752,720$318,458,0005.61%
View complete list of SPDR SER TR shareholders