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 | $1,389,185 | +8.6% | 31,723 | +13.8% | 0.45% | -2.8% |
| Q2 2023 | $1,279,358 | +25.3% | 27,879 | +20.0% | 0.46% | +97.0% |
| Q1 2023 | $1,020,671 | +130.2% | 23,229 | +122.6% | 0.23% | +147.9% |
| Q4 2022 | $443,451 | +44.9% | 10,434 | +31.4% | 0.09% | +13.3% |
| Q3 2022 | $306,000 | -1.9% | 7,940 | +20.2% | 0.08% | +3.8% |
| Q1 2022 | $312,000 | -99.9% | 6,608 | -44.1% | 0.08% | -44.8% |
| Q4 2021 | $588,374,000 | +103853.0% | 11,829 | -3.5% | 0.14% | -48.8% |
| Q3 2021 | $566,000 | +42.2% | 12,262 | +45.6% | 0.28% | -11.0% |
| Q2 2021 | $398,000 | -8.3% | 8,420 | -21.6% | 0.32% | -7.3% |
| Q3 2020 | $434,000 | +7.7% | 10,739 | -16.8% | 0.34% | +33.5% |
| Q2 2020 | $403,000 | -42.0% | 12,903 | -32.7% | 0.26% | -53.4% |
| Q4 2019 | $695,000 | – | 19,176 | – | 0.55% | – |
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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% |