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 | $314,812 | -9.3% | 7,189 | -4.9% | 0.14% | -7.1% |
| Q2 2023 | $346,901 | +5.3% | 7,559 | +0.9% | 0.15% | -4.3% |
| Q1 2023 | $329,369 | +5.4% | 7,495 | +2.0% | 0.16% | +0.6% |
| Q4 2022 | $312,405 | +5.9% | 7,350 | -3.8% | 0.16% | -3.0% |
| Q3 2022 | $295,000 | -6.1% | 7,642 | -3.4% | 0.16% | -3.5% |
| Q2 2022 | $314,000 | -50.6% | 7,910 | -41.2% | 0.17% | -47.5% |
| Q1 2022 | $635,000 | -6.6% | 13,460 | -1.5% | 0.33% | -1.2% |
| Q4 2021 | $680,000 | -21.0% | 13,671 | -26.7% | 0.33% | -40.0% |
| Q3 2021 | $861,000 | +96.1% | 18,648 | +100.5% | 0.55% | +91.0% |
| Q2 2021 | $439,000 | +4.0% | 9,302 | +0.9% | 0.29% | -3.7% |
| Q1 2021 | $422,000 | +22.0% | 9,219 | +7.7% | 0.30% | +15.0% |
| Q4 2020 | $346,000 | +6.1% | 8,557 | -14.4% | 0.26% | +0.8% |
| Q3 2020 | $326,000 | -99.8% | 10,002 | +85.1% | 0.26% | +101.6% |
| Q3 2019 | $183,181,000 | – | 5,404 | – | 0.13% | – |
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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% |