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 | $596,157 | -18.8% | 13,614 | -14.9% | 1.04% | -10.7% |
| Q2 2023 | $733,873 | +8.8% | 15,992 | +4.2% | 1.16% | +5.4% |
| Q1 2023 | $674,303 | +71.0% | 15,346 | +65.3% | 1.10% | +79.8% |
| Q4 2022 | $394,443 | -54.7% | 9,281 | -58.6% | 0.61% | -51.0% |
| Q3 2022 | $870,000 | -5.6% | 22,401 | -3.6% | 1.25% | -0.9% |
| Q2 2022 | $922,000 | -21.1% | 23,230 | -6.2% | 1.26% | -3.2% |
| Q1 2022 | $1,168,000 | -7.1% | 24,771 | -2.0% | 1.30% | -2.1% |
| Q4 2021 | $1,257,000 | +16.3% | 25,267 | +7.9% | 1.33% | +14.9% |
| Q3 2021 | $1,081,000 | -0.5% | 23,417 | +1.8% | 1.16% | +4.4% |
| Q2 2021 | $1,086,000 | – | 23,011 | – | 1.11% | – |
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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% |