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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $9,119,000 | +8.0% | 251,691 | +1.0% | 1.10% | -2.6% |
| Q3 2019 | $8,447,000 | +8.4% | 249,222 | +8.9% | 1.14% | +3.5% |
| Q2 2019 | $7,795,000 | +13.9% | 228,817 | +11.4% | 1.10% | +6.9% |
| Q1 2019 | $6,845,000 | +95.7% | 205,364 | +72.7% | 1.03% | +86.2% |
| Q4 2018 | $3,498,000 | +14.6% | 118,909 | +40.8% | 0.55% | +16.7% |
| Q3 2018 | $3,053,000 | +38.1% | 84,457 | +33.2% | 0.47% | +25.2% |
| Q2 2018 | $2,211,000 | +95.1% | 63,398 | +85.5% | 0.38% | +83.0% |
| Q1 2018 | $1,133,000 | – | 34,178 | – | 0.21% | – |
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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% |