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 | $499,054 | +5.4% | 11,397 | +10.4% | 0.35% | +4.8% |
| Q2 2023 | $473,539 | +17.9% | 10,319 | +12.9% | 0.33% | +13.3% |
| Q1 2023 | $401,659 | +24.2% | 9,141 | +20.1% | 0.29% | +16.2% |
| Q4 2022 | $323,471 | +8.5% | 7,611 | -1.5% | 0.25% | +3.7% |
| Q3 2022 | $298,000 | +13.7% | 7,724 | +17.0% | 0.24% | +21.4% |
| Q2 2022 | $262,000 | +309.4% | 6,602 | +377.7% | 0.20% | +402.5% |
| Q3 2021 | $64,000 | +25.5% | 1,382 | +25.8% | 0.04% | +29.0% |
| Q2 2021 | $51,000 | +121.7% | 1,099 | +110.5% | 0.03% | +106.7% |
| Q1 2021 | $23,000 | – | 522 | – | 0.02% | – |
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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% |