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 | $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 | 6,702,683 | $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% |