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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $312,052 | -15.9% | 6,800 | -19.5% | 0.00% | 0.0% |
Q1 2023 | $371,205 | +3.4% | 8,448 | 0.0% | 0.00% | -50.0% |
Q4 2022 | $359,040 | -13.5% | 8,448 | -21.4% | 0.00% | 0.0% |
Q3 2022 | $415,000 | -2.8% | 10,750 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $427,000 | -21.8% | 10,750 | -7.1% | 0.00% | 0.0% |
Q1 2022 | $546,000 | – | 11,574 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TIEDEMANN ADVISORS, LLC | 7,594,115 | $358,513,000 | 14.36% |
Measured Wealth Private Client Group, LLC | 637,302 | $30,087,000 | 9.58% |
WALLER FINANCIAL PLANNING GROUP, INC | 755,447 | $35,665,000 | 9.56% |
Peterson Wealth Advisors, LLC | 459,767 | $21,706,000 | 7.70% |
ARQ WEALTH ADVISORS, LLC | 236,870 | $11,183,000 | 7.17% |
Valmark Advisers, Inc. | 6,672,690 | $315,018,000 | 5.77% |
Financial Strategies Group, Inc. | 253,742 | $11,979,000 | 5.54% |
New Perspectives, Inc | 139,199 | $6,572,000 | 5.10% |
Good Life Advisors, LLC | 553,675 | $26,139,000 | 4.96% |
Private Wealth Group, LLC | 158,045 | $7,461,000 | 4.94% |