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 | $516,240 | -80.4% | 11,789 | -79.4% | 0.38% | -79.7% |
| Q2 2023 | $2,627,248 | +354.2% | 57,251 | +334.9% | 1.86% | +323.7% |
| Q1 2023 | $578,382 | -48.1% | 13,163 | -49.8% | 0.44% | -61.2% |
| Q4 2022 | $1,113,713 | -3.2% | 26,205 | -12.2% | 1.13% | +19.0% |
| Q3 2022 | $1,151,000 | +2928.9% | 29,851 | +3827.8% | 0.95% | +3289.3% |
| Q4 2021 | $38,000 | -96.0% | 760 | -97.3% | 0.03% | -97.9% |
| Q2 2019 | $961,000 | +13.7% | 28,207 | +11.2% | 1.33% | +5.3% |
| Q1 2019 | $845,000 | +75.3% | 25,357 | +54.9% | 1.26% | +72.1% |
| Q4 2018 | $482,000 | – | 16,374 | – | 0.73% | – |
Download | ||||||
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% |