Strategic Asset Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 369 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Strategic Asset Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2022$288,000
+9.5%
7,467
+12.5%
0.50%
+18.2%
Q2 2022$263,000
-16.0%
6,636
+0.1%
0.42%
-5.0%
Q1 2022$313,000
-25.8%
6,629
-21.8%
0.44%
-24.5%
Q4 2021$422,000
+32.3%
8,476
+25.6%
0.59%
+31.0%
Q3 2021$319,0006,7480.45%
Other shareholders
SPDR SER TR shareholders Q2 2022
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