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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,200,241 | -9.5% | 118,754 | -5.1% | 2.18% | -10.2% |
| Q2 2023 | $5,744,545 | +19.2% | 125,181 | +14.1% | 2.42% | +10.4% |
| Q1 2023 | $4,819,138 | +6.6% | 109,675 | +3.1% | 2.20% | +2.2% |
| Q4 2022 | $4,520,785 | +22.3% | 106,371 | +11.0% | 2.15% | +9.6% |
| Q3 2022 | $3,696,000 | +12.1% | 95,840 | +15.4% | 1.96% | +5.4% |
| Q2 2022 | $3,298,000 | -10.7% | 83,081 | +6.1% | 1.86% | +3.3% |
| Q1 2022 | $3,692,000 | +3.2% | 78,276 | +8.8% | 1.80% | -1.0% |
| Q4 2021 | $3,578,000 | +121.3% | 71,924 | +105.3% | 1.82% | +88.3% |
| Q3 2021 | $1,617,000 | +306.3% | 35,028 | +315.6% | 0.96% | +272.6% |
| Q2 2021 | $398,000 | – | 8,429 | – | 0.26% | – |
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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% |