SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 432 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,334,009 | -4.5% | 84,484 | -0.7% | 2.10% | -3.8% |
| Q1 2024 | $4,540,345 | -41.6% | 85,121 | -46.6% | 2.19% | -47.7% |
| Q4 2023 | $7,769,293 | +9.3% | 159,468 | -1.8% | 4.19% | +23.5% |
| Q3 2023 | $7,108,746 | -19.9% | 162,337 | -16.1% | 3.39% | -12.5% |
| Q2 2023 | $8,875,957 | +3.6% | 193,418 | -0.8% | 3.87% | -2.3% |
| Q1 2023 | $8,565,883 | +6062.5% | 194,945 | +5015.3% | 3.96% | +6975.0% |
| Q4 2019 | $139,000 | – | 3,811 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 7,594,115 | $358,513,000 | 14.36% |
| Measured Wealth Private Client Group, LLC | 637,302 | $30,087,000 | 9.58% |
| WALLER FINANCIAL PLANNING GROUP, INC | 755,447 | $35,665,000 | 9.56% |
| Peterson Wealth Advisors, LLC | 459,767 | $21,706,000 | 7.70% |
| ARQ WEALTH ADVISORS, LLC | 236,870 | $11,183,000 | 7.17% |
| Valmark Advisers, Inc. | 6,672,690 | $315,018,000 | 5.77% |
| Financial Strategies Group, Inc. | 253,742 | $11,979,000 | 5.54% |
| New Perspectives, Inc | 139,199 | $6,572,000 | 5.10% |
| Good Life Advisors, LLC | 553,675 | $26,139,000 | 4.96% |
| Private Wealth Group, LLC | 158,045 | $7,461,000 | 4.94% |