SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 473 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,063,356 | +11.0% | 47,119 | +16.4% | 1.00% | -7.8% |
| Q2 2023 | $1,858,304 | +84.5% | 40,494 | +76.7% | 1.08% | +74.4% |
| Q1 2023 | $1,007,141 | +7.7% | 22,921 | +4.2% | 0.62% | +2.3% |
| Q4 2022 | $934,713 | +17.4% | 21,993 | +6.4% | 0.61% | +14.3% |
| Q3 2022 | $796,000 | +17.6% | 20,677 | +21.2% | 0.53% | +27.4% |
| Q2 2022 | $677,000 | -15.8% | 17,066 | +0.2% | 0.42% | -25.2% |
| Q1 2022 | $804,000 | +470.2% | 17,039 | +16.7% | 0.56% | +511.0% |
| Q4 2021 | $141,000 | – | 14,602 | – | 0.09% | – |
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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% |