SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 381 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $325,223 | -46.2% | 7,602 | -41.4% | 0.13% | -42.3% |
Q2 2023 | $605,004 | +9.8% | 12,969 | +2.7% | 0.22% | +1.8% |
Q1 2023 | $550,838 | +4.2% | 12,631 | +7.8% | 0.22% | -21.6% |
Q4 2022 | $528,509 | -2.5% | 11,716 | -7.6% | 0.28% | -8.6% |
Q3 2022 | $542,000 | -6.7% | 12,675 | -4.7% | 0.30% | -1.0% |
Q2 2022 | $581,000 | -0.3% | 13,307 | +0.5% | 0.31% | -5.5% |
Q1 2022 | $583,000 | -5.5% | 13,238 | +0.4% | 0.32% | -43.9% |
Q4 2021 | $617,000 | -7.5% | 13,182 | +0.6% | 0.58% | -5.2% |
Q3 2021 | $667,000 | -5.4% | 13,106 | -13.4% | 0.61% | +296.8% |
Q2 2021 | $705,000 | -5.5% | 15,131 | -1.7% | 0.15% | -30.3% |
Q1 2021 | $746,000 | +66.1% | 15,392 | +42.3% | 0.22% | +61.3% |
Q4 2020 | $449,000 | +8.5% | 10,818 | -9.6% | 0.14% | -18.9% |
Q3 2020 | $414,000 | – | 11,971 | – | 0.17% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TIEDEMANN ADVISORS, LLC | 7,570,189 | $246,999,000 | 11.93% |
Measured Wealth Private Client Group, LLC | 647,533 | $21,129,000 | 10.22% |
WALLER FINANCIAL PLANNING GROUP, INC | 651,299 | $21,252,000 | 7.79% |
Peterson Wealth Advisors, LLC | 417,983 | $13,639,000 | 6.99% |
ARQ WEALTH ADVISORS, LLC | 214,860 | $7,011,000 | 6.75% |
Valmark Advisers, Inc. | 7,916,423 | $258,313,000 | 5.87% |
Financial Strategies Group, Inc. | 232,092 | $7,573,000 | 5.10% |
Good Life Advisors, LLC | 538,228 | $17,559,000 | 4.78% |
Retirement Planning Group, LLC | 858,718 | $28,020,000 | 4.57% |
Private Wealth Group, LLC | 159,324 | $5,199,000 | 4.22% |