Blueprint Investment Partners LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 13 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Blueprint Investment Partners LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,389,185
+8.6%
31,723
+13.8%
0.45%
-2.8%
Q2 2023$1,279,358
+25.3%
27,879
+20.0%
0.46%
+97.0%
Q1 2023$1,020,671
+130.2%
23,229
+122.6%
0.23%
+147.9%
Q4 2022$443,451
+44.9%
10,434
+31.4%
0.09%
+13.3%
Q3 2022$306,000
-1.9%
7,940
+20.2%
0.08%
+3.8%
Q1 2022$312,000
-99.9%
6,608
-44.1%
0.08%
-44.8%
Q4 2021$588,374,000
+103853.0%
11,829
-3.5%
0.14%
-48.8%
Q3 2021$566,000
+42.2%
12,262
+45.6%
0.28%
-11.0%
Q2 2021$398,000
-8.3%
8,420
-21.6%
0.32%
-7.3%
Q3 2020$434,000
+7.7%
10,739
-16.8%
0.34%
+33.5%
Q2 2020$403,000
-42.0%
12,903
-32.7%
0.26%
-53.4%
Q4 2019$695,00019,1760.55%
Other shareholders
SPDR SER TR shareholders Q4 2023
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