SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 427 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
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 | 6,910,743 | $274,284,000 | 20.64% |
| WALLER FINANCIAL PLANNING GROUP, INC | 787,692 | $31,263,000 | 9.15% |
| Atlas Private Wealth Advisors | 320,579 | $12,724,000 | 7.63% |
| Peterson Wealth Advisors, LLC | 538,148 | $21,359,000 | 7.05% |
| Montz Harcus Wealth Management LLC | 165,664 | $6,575,000 | 6.93% |
| New Perspectives, Inc | 205,797 | $8,168,076 | 6.65% |
| Measured Wealth Private Client Group, LLC | 341,622 | $13,559,000 | 5.99% |
| Valmark Advisers, Inc. | 7,163,702 | $284,327,000 | 5.52% |
| Financial Strategies Group, Inc. | 322,918 | $12,817,000 | 5.37% |
| Private Wealth Group, LLC | 98,404 | $3,906,000 | 4.84% |