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 | $927,007 | +1.3% | 21,135 | +5.9% | 0.07% | +3.1% |
| Q2 2023 | $915,544 | +16.6% | 19,951 | +11.7% | 0.06% | +16.1% |
| Q1 2023 | $785,102 | -85.3% | 17,867 | -85.8% | 0.06% | -86.0% |
| Q4 2022 | $5,358,432 | +16.6% | 126,081 | +5.8% | 0.40% | +5.3% |
| Q3 2022 | $4,597,000 | -11.6% | 119,211 | -9.1% | 0.38% | -10.2% |
| Q2 2022 | $5,203,000 | -4.3% | 131,099 | +13.7% | 0.42% | +17.9% |
| Q1 2022 | $5,438,000 | +2.8% | 115,316 | +8.4% | 0.36% | +7.5% |
| Q4 2021 | $5,289,000 | +11.9% | 106,335 | +3.9% | 0.33% | +4.4% |
| Q3 2021 | $4,726,000 | +14.2% | 102,373 | +16.8% | 0.32% | +15.6% |
| Q2 2021 | $4,138,000 | +21.2% | 87,644 | +17.5% | 0.28% | +14.0% |
| Q1 2021 | $3,413,000 | +18.1% | 74,589 | +4.2% | 0.24% | +22.2% |
| Q4 2020 | $2,891,000 | +31.8% | 71,571 | +6.5% | 0.20% | +5.9% |
| Q3 2020 | $2,194,000 | – | 67,226 | – | 0.19% | – |
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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% |