DB Wealth Management Group, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 342 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
DB Wealth Management Group, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2023$101,580
+13.5%
2,085
+2.1%
0.06%
+3.6%
Q3 2023$89,463
-3.0%
2,043
+1.7%
0.06%0.0%
Q2 2023$92,194
+4.4%
2,0090.0%0.06%0.0%
Q1 2023$88,275
+3.3%
2,009
-0.1%
0.06%
+1.8%
Q4 2022$85,468
+9.6%
2,0110.0%0.06%
-1.8%
Q3 2022$78,000
-2.5%
2,0110.0%0.06%
+1.8%
Q2 2022$80,000
-14.9%
2,011
+0.9%
0.06%
-3.5%
Q1 2022$94,000
-2.1%
1,994
+3.0%
0.06%0.0%
Q4 2021$96,000
+6.7%
1,935
-1.2%
0.06%
-1.7%
Q3 2021$90,000
-1.1%
1,958
+1.7%
0.06%0.0%
Q2 2021$91,000
+3.4%
1,926
+0.2%
0.06%
-3.3%
Q1 2021$88,000
+12.8%
1,9230.0%0.06%
+3.4%
Q4 2020$78,0001,9230.06%
Other shareholders
SPDR SER TR shareholders Q2 2021
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