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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $371,953 | -4.6% | 8,494 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $389,790 | +4.4% | 8,494 | 0.0% | 0.01% | -6.7% |
| Q1 2023 | $373,227 | +3.4% | 8,494 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $360,995 | +80.5% | 8,494 | +63.4% | 0.02% | +66.7% |
| Q3 2022 | $200,000 | -9.1% | 5,199 | +11.4% | 0.01% | +12.5% |
| Q1 2022 | $220,000 | -5.2% | 4,668 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $232,000 | – | 4,668 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 7,660,177 | $350,528,000 | 15.35% |
| Measured Wealth Private Client Group, LLC | 643,554 | $29,449,000 | 10.44% |
| WALLER FINANCIAL PLANNING GROUP, INC | 742,859 | $33,993,000 | 9.77% |
| Peterson Wealth Advisors, LLC | 425,882 | $19,488,000 | 7.93% |
| ARQ WEALTH ADVISORS, LLC | 226,467 | $10,363,000 | 6.70% |
| Valmark Advisers, Inc. | 6,801,616 | $311,242,000 | 6.00% |
| Financial Strategies Group, Inc. | 237,078 | $10,849,000 | 5.62% |
| Horizon Investments, LLC | 3,156,299 | $144,433,000 | 5.30% |
| Retirement Planning Group, LLC | 778,081 | $35,605,000 | 4.90% |
| Good Life Advisors, LLC | 524,640 | $24,001,000 | 4.86% |