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 | ||||
---|---|---|---|---|---|---|
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 | 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% |