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 | $257 | -3.7% | 5,900 | 0.0% | 0.01% | -28.6% |
| Q2 2023 | $267 | +5.1% | 5,900 | 0.0% | 0.01% | +40.0% |
| Q1 2023 | $254 | +2.4% | 5,900 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $248 | -99.9% | 5,900 | 0.0% | 0.01% | -16.7% |
| Q3 2022 | $233,000 | -1.3% | 5,900 | 0.0% | 0.01% | +20.0% |
| Q2 2022 | $236,000 | +252.2% | 5,900 | +312.6% | 0.01% | +400.0% |
| Q1 2022 | $67,000 | -53.8% | 1,430 | -51.2% | 0.00% | -66.7% |
| Q4 2021 | $145,000 | -82.6% | 2,930 | -83.5% | 0.00% | -86.4% |
| Q3 2021 | $831,000 | -84.2% | 17,723 | -48.0% | 0.02% | -81.0% |
| Q2 2021 | $5,248,000 | +8.0% | 34,108 | +7.2% | 0.12% | +26.1% |
| Q1 2021 | $4,858,000 | +66.5% | 31,804 | +41.4% | 0.09% | +33.3% |
| Q4 2020 | $2,917,000 | – | 22,492 | – | 0.07% | – |
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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% |