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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $270,683 | +6.2% | 6,369 | -3.6% | 0.00% | 0.0% |
| Q3 2022 | $255,000 | -9.9% | 6,610 | -7.3% | 0.00% | 0.0% |
| Q2 2022 | $283,000 | +4.8% | 7,128 | +24.4% | 0.00% | 0.0% |
| Q1 2022 | $270,000 | -31.5% | 5,728 | -28.8% | 0.00% | -50.0% |
| Q4 2021 | $394,000 | +13.2% | 8,046 | +6.7% | 0.00% | 0.0% |
| Q3 2021 | $348,000 | -43.2% | 7,541 | -41.9% | 0.00% | -33.3% |
| Q2 2021 | $613,000 | +2.3% | 12,980 | -0.9% | 0.00% | 0.0% |
| Q1 2021 | $599,000 | +20.5% | 13,098 | +6.4% | 0.00% | 0.0% |
| Q4 2020 | $497,000 | +138.9% | 12,313 | +92.8% | 0.00% | +50.0% |
| Q3 2020 | $208,000 | – | 6,387 | – | 0.00% | – |
Download | ||||||
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% |