Keystone Wealth Services, 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
Keystone Wealth Services, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,064,178
-0.6%
24,302
+4.2%
0.40%
+1.0%
Q2 2023$1,070,249
+15.9%
23,322
+11.0%
0.40%
+5.8%
Q1 2023$923,618
+12.5%
21,020
+8.8%
0.38%
+5.6%
Q4 2022$821,18719,3220.36%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
TIEDEMANN ADVISORS, LLC 5,749,413$251,766,84510.80%
Atlas Private Wealth Advisors 1,256,553$55,024,61610.40%
Syntegra Private Wealth Group, LLC 1,355,649$59,363,8549.32%
Pachira Investments Inc. 184,894$8,096,5109.09%
WALLER FINANCIAL PLANNING GROUP, INC 685,362$30,012,0078.73%
Measured Wealth Private Client Group, LLC 467,583$20,475,4728.23%
Bridgeworth, LLC 1,680,488$73,588,5558.13%
RESTON WEALTH MANAGEMENT LLC 342,372$14,992,4487.57%
First International Bank & Trust 438,801$19,215,0966.92%
Peterson Wealth Advisors, LLC 581,770$25,475,6876.84%
View complete list of SPDR SER TR shareholders