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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $304,141 | +4.1% | 6,418 | -3.8% | 0.02% | -19.0% |
| Q3 2023 | $292,080 | -4.4% | 6,670 | +0.2% | 0.02% | -4.5% |
| Q2 2023 | $305,525 | +1.1% | 6,658 | -6.3% | 0.02% | -21.4% |
| Q4 2022 | $302,069 | -1.0% | 7,108 | -10.2% | 0.03% | -20.0% |
| Q3 2022 | $305,000 | -2.9% | 7,916 | +0.0% | 0.04% | -5.4% |
| Q2 2022 | $314,000 | -26.5% | 7,913 | -12.6% | 0.04% | -38.3% |
| Q1 2022 | $427,000 | -9.1% | 9,049 | -4.3% | 0.06% | 0.0% |
| Q4 2021 | $470,000 | -75.8% | 9,459 | -77.4% | 0.06% | -62.5% |
| Q3 2021 | $1,945,000 | +11.5% | 41,890 | +13.3% | 0.16% | -4.8% |
| Q2 2021 | $1,744,000 | – | 36,962 | – | 0.17% | – |
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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% |