SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 458 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $411,091 | +21.8% | 7,707 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $337,490 | -4.6% | 7,707 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $353,674 | +4.4% | 7,707 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $338,646 | +3.4% | 7,707 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $327,548 | +10.3% | 7,707 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $297,000 | – | 7,707 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 7,570,189 | $246,999,000 | 11.93% |
| Measured Wealth Private Client Group, LLC | 647,533 | $21,129,000 | 10.22% |
| WALLER FINANCIAL PLANNING GROUP, INC | 651,299 | $21,252,000 | 7.79% |
| Peterson Wealth Advisors, LLC | 417,983 | $13,639,000 | 6.99% |
| ARQ WEALTH ADVISORS, LLC | 214,860 | $7,011,000 | 6.75% |
| Valmark Advisers, Inc. | 7,916,423 | $258,313,000 | 5.87% |
| Financial Strategies Group, Inc. | 232,092 | $7,573,000 | 5.10% |
| Good Life Advisors, LLC | 538,228 | $17,559,000 | 4.78% |
| Retirement Planning Group, LLC | 858,718 | $28,020,000 | 4.57% |
| Private Wealth Group, LLC | 159,324 | $5,199,000 | 4.22% |