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 | $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 | 7,660,177 | $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% |