SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 427 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,386,783 | -5.6% | 31,668 | -1.1% | 0.09% | -12.5% |
| Q2 2023 | $1,469,814 | +8.9% | 32,029 | +4.2% | 0.10% | 0.0% |
| Q1 2023 | $1,350,294 | +9.0% | 30,730 | +5.4% | 0.10% | +1.0% |
| Q4 2022 | $1,239,279 | +4.8% | 29,159 | -4.9% | 0.10% | -16.9% |
| Q3 2022 | $1,182,000 | -29.7% | 30,651 | -27.7% | 0.12% | -19.0% |
| Q2 2022 | $1,682,000 | -15.6% | 42,383 | +0.3% | 0.15% | -5.6% |
| Q1 2022 | $1,994,000 | +271.3% | 42,274 | +291.7% | 0.16% | +315.4% |
| Q4 2021 | $537,000 | +27.3% | 10,792 | +18.1% | 0.04% | +8.3% |
| Q3 2021 | $422,000 | +17.9% | 9,141 | +20.5% | 0.04% | +12.5% |
| Q2 2021 | $358,000 | +1690.0% | 7,583 | +878.5% | 0.03% | +128.6% |
| Q1 2020 | $20,000 | – | 775 | – | 0.01% | – |
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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% |