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 | $1,754,797 | +46.9% | 40,073 | +53.9% | 0.01% | +66.7% |
| Q2 2023 | $1,194,700 | -16.2% | 26,034 | -19.8% | 0.00% | -25.0% |
| Q1 2023 | $1,425,809 | +28.2% | 32,449 | +24.0% | 0.00% | +33.3% |
| Q4 2022 | $1,112,097 | +9.4% | 26,167 | -0.8% | 0.00% | 0.0% |
| Q3 2022 | $1,017,000 | 0.0% | 26,375 | +2.9% | 0.00% | 0.0% |
| Q2 2022 | $1,017,000 | -16.6% | 25,636 | -0.8% | 0.00% | 0.0% |
| Q1 2022 | $1,219,000 | -4.2% | 25,838 | +0.9% | 0.00% | 0.0% |
| Q4 2021 | $1,273,000 | +7.7% | 25,595 | -0.1% | 0.00% | 0.0% |
| Q3 2021 | $1,182,000 | -1.3% | 25,617 | +1.0% | 0.00% | 0.0% |
| Q2 2021 | $1,197,000 | -1.2% | 25,355 | -4.2% | 0.00% | -25.0% |
| Q1 2021 | $1,211,000 | +10.2% | 26,473 | -2.7% | 0.00% | 0.0% |
| Q4 2020 | $1,099,000 | +29.6% | 27,195 | +4.7% | 0.00% | +33.3% |
| Q3 2020 | $848,000 | -20.6% | 25,982 | -24.0% | 0.00% | -40.0% |
| Q2 2020 | $1,068,000 | -34.5% | 34,167 | -46.9% | 0.01% | -44.4% |
| Q1 2020 | $1,631,000 | – | 64,402 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 6,702,683 | $333,374,000 | 16.25% |
| WALLER FINANCIAL PLANNING GROUP, INC | 786,685 | $39,130,000 | 9.80% |
| Measured Wealth Private Client Group, LLC | 487,279 | $24,237,000 | 8.56% |
| ODonnell Financial Services, LLC | 387,948 | $17,512,000 | 8.09% |
| ARQ WEALTH ADVISORS, LLC | 215,871 | $10,737,000 | 7.63% |
| Peterson Wealth Advisors, LLC | 494,976 | $24,620,000 | 7.10% |
| Montz Harcus Wealth Management LLC | 151,589 | $7,540,000 | 6.60% |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 140,262 | $6,980,000 | 5.92% |
| New Perspectives, Inc | 165,406 | $8,227,000 | 5.82% |
| Financial Strategies Group, Inc. | 283,988 | $14,126,000 | 5.76% |