Lifeworks Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 453 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.6%.

Quarter-by-quarter ownership
Lifeworks Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$625,146
-8.6%
14,276
-4.2%
0.24%
-16.5%
Q2 2023$683,945
-0.8%
14,904
-5.0%
0.29%
-10.5%
Q1 2023$689,24315,6860.32%
Other shareholders
SPDR SER TR shareholders Q2 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