SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 376 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,955,807 | +3.6% | 250,182 | +8.6% | 0.03% | +3.6% |
| Q2 2023 | $10,573,100 | +110497.3% | 230,392 | +5.9% | 0.03% | 0.0% |
| Q1 2023 | $9,560 | +16.6% | 217,560 | +12.8% | 0.03% | +7.7% |
| Q4 2022 | $8,197 | -99.4% | 192,860 | +440.9% | 0.03% | +420.0% |
| Q3 2022 | $1,375,000 | +79.7% | 35,655 | +85.0% | 0.01% | +66.7% |
| Q2 2022 | $765,000 | -31.5% | 19,271 | -18.6% | 0.00% | -25.0% |
| Q1 2022 | $1,117,000 | +54.5% | 23,684 | +63.0% | 0.00% | +33.3% |
| Q4 2021 | $723,000 | +45.2% | 14,532 | +34.7% | 0.00% | 0.0% |
| Q3 2021 | $498,000 | -11.5% | 10,789 | -9.5% | 0.00% | 0.0% |
| Q2 2021 | $563,000 | +101.1% | 11,920 | +7.9% | 0.00% | 0.0% |
| Q1 2020 | $280,000 | -27.6% | 11,052 | +3.6% | 0.00% | -25.0% |
| Q4 2019 | $387,000 | -14.4% | 10,671 | -20.0% | 0.00% | -20.0% |
| Q3 2019 | $452,000 | +22.5% | 13,345 | +23.3% | 0.01% | +25.0% |
| Q2 2019 | $369,000 | +2.2% | 10,825 | 0.0% | 0.00% | -20.0% |
| Q1 2019 | $361,000 | +41.6% | 10,825 | +53.7% | 0.01% | -28.6% |
| Q3 2018 | $255,000 | +3.7% | 7,043 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $246,000 | – | 7,043 | – | 0.01% | – |
Download | ||||||
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% |