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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,273,400 | +6.4% | 188,934 | +11.5% | 0.07% | +7.6% |
| Q2 2023 | $7,775,155 | +2.3% | 169,430 | -2.0% | 0.07% | -13.2% |
| Q1 2023 | $7,598,369 | +6.7% | 172,926 | +3.2% | 0.08% | -3.8% |
| Q4 2022 | $7,119,272 | +18.1% | 167,512 | +7.1% | 0.08% | +3.9% |
| Q3 2022 | $6,029,000 | -4.7% | 156,367 | -1.9% | 0.08% | -12.6% |
| Q2 2022 | $6,326,000 | -13.8% | 159,390 | +2.4% | 0.09% | -7.4% |
| Q1 2022 | $7,339,000 | – | 155,618 | – | 0.09% | – |
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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% |