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 | $843,252 | -3.8% | 19,257 | +0.8% | 0.50% | -1.4% |
| Q2 2023 | $876,388 | +5.0% | 19,098 | +0.5% | 0.51% | +6.1% |
| Q1 2023 | $834,659 | +3.6% | 18,995 | +0.2% | 0.48% | -11.8% |
| Q4 2022 | $805,776 | +6.0% | 18,959 | -3.8% | 0.54% | -1.3% |
| Q3 2022 | $760,000 | -2.8% | 19,707 | +0.0% | 0.55% | +4.6% |
| Q2 2022 | $782,000 | -16.8% | 19,705 | -1.1% | 0.52% | -16.7% |
| Q1 2022 | $940,000 | – | 19,932 | – | 0.63% | – |
Download | ||||||
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% |