SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 13 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $8,543,866 | +5.8% | 195,110 | +10.8% | 0.72% | +4.8% |
Q2 2023 | $8,078,800 | +19.7% | 176,047 | +14.6% | 0.69% | +9.7% |
Q1 2023 | $6,748,402 | +4.1% | 153,582 | +0.7% | 0.63% | -5.1% |
Q4 2022 | $6,480,890 | -42.0% | 152,491 | -47.4% | 0.66% | +3.6% |
Q3 2022 | $11,165,000 | +23.3% | 289,703 | +27.1% | 0.64% | +22.9% |
Q2 2022 | $9,055,000 | -11.3% | 227,922 | +5.3% | 0.52% | +5.1% |
Q1 2022 | $10,208,000 | +108.5% | 216,462 | +119.8% | 0.50% | +2.5% |
Q4 2021 | $4,897,000 | +32.8% | 98,476 | +25.8% | 0.48% | +27.4% |
Q2 2021 | $3,687,000 | +92.9% | 78,289 | +87.5% | 0.38% | +47.5% |
Q1 2021 | $1,911,000 | +115.7% | 41,752 | +90.4% | 0.26% | +97.7% |
Q4 2020 | $886,000 | +81.9% | 21,925 | +46.9% | 0.13% | +62.5% |
Q3 2020 | $487,000 | – | 14,923 | – | 0.08% | – |
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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% |