Richard W. Paul & Associates, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 422 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Richard W. Paul & Associates, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$185,012
-21.4%
4,225
-17.7%
0.08%
-17.5%
Q2 2023$235,461
-0.7%
5,131
-4.9%
0.10%
-5.5%
Q1 2023$237,056
+3.9%
5,395
+0.5%
0.11%
-5.2%
Q4 2022$228,2265,3700.12%
Other shareholders
SPDR SER TR shareholders Q4 2022
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