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 | $14,308,733 | +5.3% | 326,758 | +10.3% | 0.20% | +5.1% |
| Q2 2023 | $13,592,572 | +17.8% | 296,199 | +12.8% | 0.20% | +6.0% |
| Q1 2023 | $11,537,633 | +2.9% | 262,577 | -0.5% | 0.18% | -5.6% |
| Q4 2022 | $11,213,030 | +25.8% | 263,836 | +14.2% | 0.20% | +12.1% |
| Q3 2022 | $8,911,000 | +19.7% | 231,104 | +23.2% | 0.17% | +22.5% |
| Q2 2022 | $7,445,000 | +1.4% | 187,578 | +20.5% | 0.14% | +18.3% |
| Q1 2022 | $7,344,000 | +13.4% | 155,719 | +19.6% | 0.12% | +17.6% |
| Q4 2021 | $6,478,000 | +32.7% | 130,234 | +23.1% | 0.10% | +22.9% |
| Q3 2021 | $4,882,000 | +91.5% | 105,758 | +95.9% | 0.08% | +88.6% |
| Q2 2021 | $2,549,000 | +28.4% | 53,998 | +24.5% | 0.04% | +4.8% |
| Q1 2021 | $1,985,000 | +29.0% | 43,378 | +13.9% | 0.04% | +20.0% |
| Q4 2020 | $1,539,000 | +34.3% | 38,093 | +8.4% | 0.04% | +16.7% |
| Q3 2020 | $1,146,000 | +130.6% | 35,127 | +120.8% | 0.03% | +114.3% |
| Q2 2020 | $497,000 | – | 15,911 | – | 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% |