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 | $271,586 | +1.4% | 6,202 | +6.3% | 0.01% | 0.0% |
| Q2 2023 | $267,722 | +31.2% | 5,834 | +13.7% | 0.01% | -25.0% |
| Q2 2022 | $204,000 | -49.1% | 5,130 | -39.7% | 0.01% | -40.0% |
| Q1 2022 | $401,000 | -10.9% | 8,507 | -6.1% | 0.02% | -9.1% |
| Q4 2021 | $450,000 | +12.5% | 9,056 | +4.4% | 0.02% | 0.0% |
| Q3 2021 | $400,000 | -13.2% | 8,673 | -11.1% | 0.02% | -21.4% |
| Q2 2021 | $461,000 | +40.1% | 9,757 | +35.7% | 0.03% | +21.7% |
| Q1 2021 | $329,000 | +53.0% | 7,192 | +35.1% | 0.02% | +43.8% |
| Q4 2020 | $215,000 | -99.9% | 5,323 | -17.3% | 0.02% | -11.1% |
| Q3 2020 | $210,000,000 | – | 6,440 | – | 0.02% | – |
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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% |