Corient Private Wealth 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
Corient Private Wealth LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$7,610,718
+44.7%
165,903
+44.8%
0.02%
+41.7%
Q2 2023$5,258,801
+8.1%
114,595
+3.5%
0.01%
-7.7%
Q1 2023$4,863,022
+9.3%
110,674
+45.3%
0.01%
-18.8%
Q4 2022$4,451,10576,1530.02%
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