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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $661,961 | +2.0% | 14,425 | -2.3% | 0.13% | -2.3% |
| Q1 2023 | $648,862 | +24.5% | 14,767 | +20.4% | 0.13% | +17.9% |
| Q4 2022 | $521,334 | -1.3% | 12,267 | -10.4% | 0.11% | -8.9% |
| Q3 2022 | $528,000 | +6.7% | 13,693 | +9.8% | 0.12% | +21.8% |
| Q2 2022 | $495,000 | -15.4% | 12,472 | +0.5% | 0.10% | +3.1% |
| Q1 2022 | $585,000 | -4.4% | 12,414 | +1.0% | 0.10% | 0.0% |
| Q4 2021 | $612,000 | +13.8% | 12,295 | +5.6% | 0.10% | -29.0% |
| Q3 2021 | $538,000 | +68.1% | 11,648 | +71.7% | 0.14% | +66.3% |
| Q2 2021 | $320,000 | – | 6,782 | – | 0.08% | – |
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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% |