SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 13 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
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 | 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% |