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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $248,981 | -8.5% | 5,686 | -4.1% | 0.23% | -5.0% |
| Q2 2023 | $272,208 | +4.5% | 5,932 | +0.1% | 0.24% | +1.3% |
| Q1 2023 | $260,497 | +2.4% | 5,928 | -1.0% | 0.24% | -3.6% |
| Q4 2022 | $254,464 | +15.1% | 5,987 | +4.4% | 0.25% | +7.4% |
| Q3 2022 | $221,000 | -13.3% | 5,735 | +11.7% | 0.23% | +25.7% |
| Q4 2021 | $255,000 | +19.2% | 5,136 | +10.8% | 0.18% | +16.6% |
| Q3 2021 | $214,000 | +1.9% | 4,636 | +4.3% | 0.16% | +3.3% |
| Q2 2021 | $210,000 | -25.0% | 4,445 | -27.4% | 0.15% | -27.3% |
| Q1 2021 | $280,000 | +31.5% | 6,125 | +16.0% | 0.21% | +11.8% |
| Q4 2020 | $213,000 | – | 5,279 | – | 0.19% | – |
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% |