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 | $1,049,152 | -4.7% | 23,959 | -0.1% | 0.24% | -6.2% |
| Q2 2023 | $1,100,749 | +2.5% | 23,987 | -1.9% | 0.26% | -5.5% |
| Q1 2023 | $1,073,997 | -2.0% | 24,442 | -5.2% | 0.27% | -12.8% |
| Q4 2022 | $1,095,726 | +8.6% | 25,782 | -1.4% | 0.31% | -7.1% |
| Q3 2022 | $1,009,000 | -3.0% | 26,155 | -0.2% | 0.34% | -1.5% |
| Q2 2022 | $1,040,000 | -21.8% | 26,215 | -7.1% | 0.34% | -10.9% |
| Q1 2022 | $1,330,000 | -4.2% | 28,204 | +1.0% | 0.38% | -4.0% |
| Q4 2021 | $1,389,000 | – | 27,923 | – | 0.40% | – |
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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% |