SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 422 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $452,168 | -38.6% | 10,326 | -35.7% | 0.01% | -40.0% |
| Q2 2023 | $736,820 | -24.5% | 16,056 | -27.8% | 0.02% | -34.8% |
| Q1 2023 | $976,470 | -26.0% | 22,223 | -28.5% | 0.02% | -37.8% |
| Q4 2022 | $1,320,238 | +10.4% | 31,065 | +0.2% | 0.04% | +12.1% |
| Q3 2022 | $1,196,000 | -2.7% | 31,018 | +0.2% | 0.03% | -10.8% |
| Q2 2022 | $1,229,000 | -15.6% | 30,961 | +0.2% | 0.04% | +5.7% |
| Q1 2022 | $1,457,000 | +63.2% | 30,905 | +72.1% | 0.04% | +66.7% |
| Q4 2021 | $893,000 | – | 17,961 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 7,660,177 | $350,528,000 | 15.35% |
| Measured Wealth Private Client Group, LLC | 643,554 | $29,449,000 | 10.44% |
| WALLER FINANCIAL PLANNING GROUP, INC | 742,859 | $33,993,000 | 9.77% |
| Peterson Wealth Advisors, LLC | 425,882 | $19,488,000 | 7.93% |
| ARQ WEALTH ADVISORS, LLC | 226,467 | $10,363,000 | 6.70% |
| Valmark Advisers, Inc. | 6,801,616 | $311,242,000 | 6.00% |
| Financial Strategies Group, Inc. | 237,078 | $10,849,000 | 5.62% |
| Horizon Investments, LLC | 3,156,299 | $144,433,000 | 5.30% |
| Retirement Planning Group, LLC | 778,081 | $35,605,000 | 4.90% |
| Good Life Advisors, LLC | 524,640 | $24,001,000 | 4.86% |