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 | $412,546 | -8.9% | 9,421 | -4.5% | 0.10% | -7.1% |
| Q2 2023 | $452,613 | +4.6% | 9,863 | +0.2% | 0.11% | -1.7% |
| Q1 2023 | $432,545 | +12.5% | 9,844 | +8.8% | 0.12% | +4.5% |
| Q4 2022 | $384,370 | +16.1% | 9,044 | +5.3% | 0.11% | +8.9% |
| Q3 2022 | $331,000 | +1.2% | 8,586 | +4.3% | 0.10% | +6.3% |
| Q2 2022 | $327,000 | +5.5% | 8,233 | +25.1% | 0.10% | +15.9% |
| Q1 2022 | $310,000 | -1.0% | 6,581 | +4.7% | 0.08% | +1.2% |
| Q4 2021 | $313,000 | +15.9% | 6,283 | +7.6% | 0.08% | +6.6% |
| Q3 2021 | $270,000 | -2.2% | 5,840 | 0.0% | 0.08% | -18.3% |
| Q2 2021 | $276,000 | +4.5% | 5,840 | +1.3% | 0.09% | -5.1% |
| Q1 2021 | $264,000 | -8.3% | 5,763 | -19.1% | 0.10% | -13.3% |
| Q4 2020 | $288,000 | +21.0% | 7,128 | -2.3% | 0.11% | +4.6% |
| Q3 2020 | $238,000 | +2.1% | 7,298 | -2.0% | 0.11% | -0.9% |
| Q2 2020 | $233,000 | +9.4% | 7,445 | +26.5% | 0.11% | +10.1% |
| Q4 2019 | $213,000 | +4.4% | 5,886 | -2.2% | 0.10% | -9.2% |
| Q3 2019 | $204,000 | -27.4% | 6,017 | -26.9% | 0.11% | -27.3% |
| Q2 2019 | $281,000 | – | 8,234 | – | 0.15% | – |
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% |