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 | $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 | 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% |