CAROLINAS WEALTH CONSULTING LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 473 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.6%.

Quarter-by-quarter ownership
CAROLINAS WEALTH CONSULTING LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$56,192
-21.5%
1,355
-13.1%
0.01%0.0%
Q2 2023$71,588
+9.4%
1,560
+4.8%
0.01%0.0%
Q1 2023$65,427
+0.7%
1,489
-2.6%
0.01%
-6.7%
Q4 2022$64,9401,5280.02%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
TIEDEMANN ADVISORS, LLC 7,660,177$350,528,00015.35%
Measured Wealth Private Client Group, LLC 643,554$29,449,00010.44%
WALLER FINANCIAL PLANNING GROUP, INC 742,859$33,993,0009.77%
Peterson Wealth Advisors, LLC 425,882$19,488,0007.93%
ARQ WEALTH ADVISORS, LLC 226,467$10,363,0006.70%
Valmark Advisers, Inc. 6,801,616$311,242,0006.00%
Financial Strategies Group, Inc. 237,078$10,849,0005.62%
Horizon Investments, LLC 3,156,299$144,433,0005.30%
Retirement Planning Group, LLC 778,081$35,605,0004.90%
Good Life Advisors, LLC 524,640$24,001,0004.86%
View complete list of SPDR SER TR shareholders