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 | $83,683 | +1048.4% | 1,911 | +577.7% | 0.00% | – |
Q2 2023 | $7,287 | -95.6% | 282 | -92.7% | 0.00% | -100.0% |
Q4 2022 | $165,070 | +20.5% | 3,884 | +9.7% | 0.00% | 0.0% |
Q3 2022 | $137,000 | -72.0% | 3,542 | -65.9% | 0.00% | -75.0% |
Q1 2022 | $489,000 | +963.0% | 10,375 | +1022.8% | 0.00% | – |
Q4 2021 | $46,000 | +253.8% | 924 | +232.4% | 0.00% | – |
Q2 2021 | $13,000 | – | 278 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TIEDEMANN ADVISORS, LLC | 6,910,743 | $274,284,000 | 20.64% |
WALLER FINANCIAL PLANNING GROUP, INC | 787,692 | $31,263,000 | 9.15% |
Atlas Private Wealth Advisors | 320,579 | $12,724,000 | 7.63% |
Peterson Wealth Advisors, LLC | 538,148 | $21,359,000 | 7.05% |
Montz Harcus Wealth Management LLC | 165,664 | $6,575,000 | 6.93% |
New Perspectives, Inc | 205,797 | $8,168,076 | 6.65% |
Measured Wealth Private Client Group, LLC | 341,622 | $13,559,000 | 5.99% |
Valmark Advisers, Inc. | 7,163,702 | $284,327,000 | 5.52% |
Financial Strategies Group, Inc. | 322,918 | $12,817,000 | 5.37% |
Private Wealth Group, LLC | 98,404 | $3,906,000 | 4.84% |