SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 427 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $445,826 | -2.1% | 10,181 | +2.6% | 0.04% | -20.8% |
Q2 2023 | $455,275 | +8.6% | 9,921 | +4.0% | 0.05% | +6.0% |
Q1 2023 | $419,275 | +3.4% | 9,542 | 0.0% | 0.05% | -7.4% |
Q4 2022 | $405,535 | +10.2% | 9,542 | 0.0% | 0.05% | -3.6% |
Q3 2022 | $368,000 | -2.1% | 9,542 | +0.8% | 0.06% | 0.0% |
Q2 2022 | $376,000 | -28.8% | 9,467 | -15.4% | 0.06% | -18.8% |
Q1 2022 | $528,000 | -5.2% | 11,195 | 0.0% | 0.07% | -6.8% |
Q4 2021 | $557,000 | – | 11,195 | – | 0.07% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TIEDEMANN ADVISORS, LLC | 7,660,177 | $350,528,000 | 15.35% |
Measured Wealth Private Client Group, LLC | 643,554 | $29,449,000 | 10.44% |
WALLER FINANCIAL PLANNING GROUP, INC | 742,859 | $33,993,000 | 9.77% |
Peterson Wealth Advisors, LLC | 425,882 | $19,488,000 | 7.93% |
ARQ WEALTH ADVISORS, LLC | 226,467 | $10,363,000 | 6.70% |
Valmark Advisers, Inc. | 6,801,616 | $311,242,000 | 6.00% |
Financial Strategies Group, Inc. | 237,078 | $10,849,000 | 5.62% |
Horizon Investments, LLC | 3,156,299 | $144,433,000 | 5.30% |
Retirement Planning Group, LLC | 778,081 | $35,605,000 | 4.90% |
Good Life Advisors, LLC | 524,640 | $24,001,000 | 4.86% |