WealthPlan Investment 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
WealthPlan Investment Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2022$1,015,704
-3.9%
21,717
-10.7%
0.07%
-7.8%
Q3 2022$1,057,000
+3.6%
24,320
+4.5%
0.08%
+8.5%
Q1 2022$1,020,00023,2830.07%
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