SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 453 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $293,028 | -5.2% | 6,692 | -0.7% | 0.06% | 0.0% |
| Q2 2023 | $309,175 | +8.1% | 6,737 | +0.4% | 0.06% | -36.0% |
| Q1 2023 | $286,045 | -4.9% | 6,707 | +1.1% | 0.09% | -7.3% |
| Q4 2022 | $300,877 | +17.5% | 6,635 | -0.3% | 0.10% | -4.0% |
| Q3 2022 | $256,000 | -6.2% | 6,653 | -3.4% | 0.10% | -36.3% |
| Q2 2022 | $273,000 | -18.3% | 6,886 | -2.7% | 0.16% | -7.6% |
| Q1 2022 | $334,000 | -27.2% | 7,080 | -23.2% | 0.17% | -36.3% |
| Q4 2021 | $459,000 | +8.3% | 9,222 | +0.4% | 0.27% | +37.6% |
| Q3 2021 | $424,000 | +20.8% | 9,188 | +23.6% | 0.19% | +26.8% |
| Q2 2021 | $351,000 | – | 7,436 | – | 0.15% | – |
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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% |