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 | $204,807 | +17.0% | 4,677 | +22.6% | 0.01% | +22.2% |
| Q2 2023 | $175,117 | +42.9% | 3,816 | +36.8% | 0.01% | +28.6% |
| Q1 2023 | $122,549 | -7.2% | 2,789 | -10.3% | 0.01% | -12.5% |
| Q4 2022 | $132,091 | +33.4% | 3,108 | +20.5% | 0.01% | +33.3% |
| Q3 2022 | $99,000 | +19.3% | 2,580 | +22.9% | 0.01% | +20.0% |
| Q2 2022 | $83,000 | +10.7% | 2,100 | +32.5% | 0.01% | +25.0% |
| Q1 2022 | $75,000 | +82.9% | 1,585 | +92.1% | 0.00% | +100.0% |
| Q4 2021 | $41,000 | – | 825 | – | 0.00% | – |
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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% |