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 | $6,774,620 | +63.3% | 154,707 | +71.1% | 4.44% | +3.9% |
| Q2 2023 | $4,149,833 | +167.2% | 90,430 | +155.9% | 4.27% | +99.9% |
| Q1 2023 | $1,552,840 | -8.6% | 35,340 | -11.6% | 2.14% | -11.4% |
| Q4 2022 | $1,699,065 | +9.7% | 39,978 | -0.5% | 2.41% | -0.4% |
| Q3 2022 | $1,549,000 | -60.3% | 40,167 | -59.2% | 2.42% | -49.9% |
| Q2 2022 | $3,906,000 | -43.8% | 98,404 | -33.2% | 4.84% | -5.4% |
| Q1 2022 | $6,946,000 | -14.4% | 147,296 | -9.7% | 5.11% | -7.0% |
| Q4 2021 | $8,113,000 | +8.2% | 163,105 | +0.4% | 5.50% | +11.0% |
| Q3 2021 | $7,501,000 | +0.5% | 162,500 | +2.8% | 4.95% | +0.3% |
| Q2 2021 | $7,461,000 | +9.7% | 158,045 | +6.3% | 4.94% | +1.6% |
| Q1 2021 | $6,801,000 | +11.9% | 148,614 | -1.2% | 4.86% | -4.1% |
| Q4 2020 | $6,080,000 | +16.9% | 150,489 | -5.5% | 5.06% | +20.1% |
| Q3 2020 | $5,199,000 | +1979.6% | 159,324 | +1888.1% | 4.22% | +1956.6% |
| Q2 2020 | $250,000 | – | 8,014 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 6,910,743 | $274,284,000 | 20.64% |
| WALLER FINANCIAL PLANNING GROUP, INC | 787,692 | $31,263,000 | 9.15% |
| Atlas Private Wealth Advisors | 320,579 | $12,724,000 | 7.63% |
| Peterson Wealth Advisors, LLC | 538,148 | $21,359,000 | 7.05% |
| Montz Harcus Wealth Management LLC | 165,664 | $6,575,000 | 6.93% |
| New Perspectives, Inc | 205,797 | $8,168,076 | 6.65% |
| Measured Wealth Private Client Group, LLC | 341,622 | $13,559,000 | 5.99% |
| Valmark Advisers, Inc. | 7,163,702 | $284,327,000 | 5.52% |
| Financial Strategies Group, Inc. | 322,918 | $12,817,000 | 5.37% |
| Private Wealth Group, LLC | 98,404 | $3,906,000 | 4.84% |