DENVER WEALTH MANAGEMENT, INC. - SPDR SER TR ownership

SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 310 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
DENVER WEALTH MANAGEMENT, INC. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$376,056
+84.3%
8,588
+62.5%
0.24%
+25.9%
Q3 2022$204,000
-1.9%
5,286
+0.9%
0.19%
-11.1%
Q2 2022$208,000
-52.1%
5,237
-40.0%
0.22%
-48.0%
Q4 2021$434,000
+13.9%
8,728
+8.1%
0.42%
+3.7%
Q1 2021$381,0008,0720.40%
Other shareholders
SPDR SER TR shareholders Q1 2021
NameSharesValueWeighting ↓
TIEDEMANN ADVISORS, LLC 6,910,743$274,284,00020.64%
WALLER FINANCIAL PLANNING GROUP, INC 787,692$31,263,0009.15%
Atlas Private Wealth Advisors 320,579$12,724,0007.63%
Peterson Wealth Advisors, LLC 538,148$21,359,0007.05%
Montz Harcus Wealth Management LLC 165,664$6,575,0006.93%
New Perspectives, Inc 205,797$8,168,0766.65%
Measured Wealth Private Client Group, LLC 341,622$13,559,0005.99%
Valmark Advisers, Inc. 7,163,702$284,327,0005.52%
Financial Strategies Group, Inc. 322,918$12,817,0005.37%
Private Wealth Group, LLC 98,404$3,906,0004.84%
View complete list of SPDR SER TR shareholders