WATERSHED PRIVATE WEALTH 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
WATERSHED PRIVATE WEALTH LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$2,694,250
-6.0%
61,527
-1.5%
1.66%
-4.2%
Q2 2023$2,865,384
+7.2%
62,440
+2.6%
1.74%
-4.0%
Q1 2023$2,673,729
+8.1%
60,850
+4.6%
1.81%
-3.7%
Q4 2022$2,473,13658,1911.88%
Other shareholders
SPDR SER TR shareholders Q2 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