JDM Financial Group 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
JDM Financial Group LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$212,845
-4.6%
4,861
+0.0%
0.20%
+1.0%
Q2 2023$222,999
+4.5%
4,859
+0.1%
0.19%
-1.5%
Q1 2023$213,299
-5.4%
4,854
-8.6%
0.20%
-8.8%
Q4 2022$225,5875,3080.22%
Other shareholders
SPDR SER TR shareholders Q2 2023
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