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 | $304,855 | -4.2% | 6,962 | +0.4% | 0.07% | -3.9% |
| Q2 2023 | $318,296 | +7.4% | 6,936 | +0.4% | 0.08% | +2.7% |
| Q1 2023 | $296,346 | +1.3% | 6,908 | +0.4% | 0.08% | -18.5% |
| Q4 2022 | $292,548 | +10.8% | 6,883 | +0.4% | 0.09% | 0.0% |
| Q3 2022 | $264,000 | -2.6% | 6,858 | +0.5% | 0.09% | +1.1% |
| Q2 2022 | $271,000 | -15.0% | 6,826 | +0.8% | 0.09% | -15.7% |
| Q1 2022 | $319,000 | -4.2% | 6,772 | +1.2% | 0.11% | +2.9% |
| Q4 2021 | $333,000 | +9.5% | 6,695 | +1.6% | 0.10% | +1.9% |
| Q3 2021 | $304,000 | +1.3% | 6,589 | +3.5% | 0.10% | -1.9% |
| Q2 2021 | $300,000 | +3.4% | 6,364 | +0.3% | 0.10% | -0.9% |
| Q1 2021 | $290,000 | +21.8% | 6,342 | +7.5% | 0.11% | +21.8% |
| Q4 2020 | $238,000 | – | 5,901 | – | 0.09% | – |
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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% |