IEQ CAPITAL, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 427 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
IEQ CAPITAL, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$452,168
-38.6%
10,326
-35.7%
0.01%
-40.0%
Q2 2023$736,820
-24.5%
16,056
-27.8%
0.02%
-34.8%
Q1 2023$976,470
-26.0%
22,223
-28.5%
0.02%
-37.8%
Q4 2022$1,320,238
+10.4%
31,065
+0.2%
0.04%
+12.1%
Q3 2022$1,196,000
-2.7%
31,018
+0.2%
0.03%
-10.8%
Q2 2022$1,229,000
-15.6%
30,961
+0.2%
0.04%
+5.7%
Q1 2022$1,457,000
+63.2%
30,905
+72.1%
0.04%
+66.7%
Q4 2021$893,00017,9610.02%
Other shareholders
SPDR SER TR shareholders Q1 2023
NameSharesValueWeighting ↓
TIEDEMANN ADVISORS, LLC 5,792,039$265,796,81511.30%
Atlas Private Wealth Advisors 1,081,485$49,629,36610.05%
Pachira Investments Inc. 188,319$8,641,9539.29%
RESTON WEALTH MANAGEMENT LLC 415,717$19,077,2479.08%
Syntegra Private Wealth Group, LLC 1,290,515$59,221,7299.05%
WALLER FINANCIAL PLANNING GROUP, INC 690,847$31,702,9798.74%
Bridgeworth, LLC 1,693,311$77,706,0518.58%
Measured Wealth Private Client Group, LLC 457,992$21,017,2407.98%
First International Bank & Trust 474,153$21,758,8816.93%
Peterson Wealth Advisors, LLC 566,023$26,071,0106.89%
View complete list of SPDR SER TR shareholders