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 | $2,114,100 | +286.7% | 48,278 | +305.3% | 0.02% | +260.0% |
Q2 2023 | $546,681 | +17.2% | 11,913 | +12.2% | 0.01% | +25.0% |
Q1 2023 | $466,311 | -41.0% | 10,613 | -42.9% | 0.00% | -42.9% |
Q4 2022 | $790,435 | +243.7% | 18,598 | +281.1% | 0.01% | +133.3% |
Q1 2022 | $230,000 | -40.9% | 4,880 | -37.6% | 0.00% | -50.0% |
Q4 2021 | $389,000 | +56.9% | 7,823 | +49.2% | 0.01% | +50.0% |
Q2 2021 | $248,000 | – | 5,245 | – | 0.00% | – |
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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% |