SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 422 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $13,388 | -99.2% | 315 | -99.3% | 0.01% | -99.4% |
| Q4 2019 | $1,645,000 | +3.2% | 45,409 | -3.5% | 1.46% | +1.7% |
| Q3 2019 | $1,594,000 | -11.6% | 47,033 | -11.2% | 1.44% | -11.0% |
| Q2 2019 | $1,804,000 | +19.2% | 52,956 | +16.6% | 1.61% | +16.4% |
| Q1 2019 | $1,513,000 | -14.7% | 45,402 | -24.7% | 1.39% | -20.8% |
| Q4 2018 | $1,774,000 | -22.4% | 60,316 | -4.6% | 1.75% | +17.7% |
| Q3 2018 | $2,285,000 | +8.0% | 63,203 | +4.1% | 1.49% | +16.1% |
| Q2 2018 | $2,116,000 | +11.0% | 60,685 | +5.6% | 1.28% | +12.2% |
| Q1 2018 | $1,906,000 | – | 57,466 | – | 1.14% | – |
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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% |