SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 422 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $367,705 | +35.4% | 8,397 | +41.8% | 0.00% | +33.3% |
| Q2 2023 | $271,669 | -2.4% | 5,920 | -6.6% | 0.00% | 0.0% |
| Q1 2023 | $278,391 | -2.6% | 6,336 | -5.8% | 0.00% | 0.0% |
| Q4 2022 | $285,940 | -99.9% | 6,728 | -51.9% | 0.00% | 0.0% |
| Q3 2022 | $270,270,000 | +85158.7% | 14,000 | +75.4% | 0.00% | 0.0% |
| Q2 2022 | $317,000 | -77.9% | 7,983 | -73.8% | 0.00% | -80.0% |
| Q1 2022 | $1,435,000 | -55.4% | 30,435 | -53.0% | 0.02% | -54.5% |
| Q4 2021 | $3,218,000 | +484.0% | 64,690 | +442.1% | 0.03% | +450.0% |
| Q3 2021 | $551,000 | -74.4% | 11,934 | -73.8% | 0.01% | -75.0% |
| Q2 2021 | $2,154,000 | -20.5% | 45,636 | -23.0% | 0.02% | -29.4% |
| Q1 2021 | $2,711,000 | +321.6% | 59,254 | +271.4% | 0.03% | +385.7% |
| Q4 2020 | $643,000 | -99.7% | 15,953 | +15853.0% | 0.01% | +75.0% |
| Q3 2020 | $227,000,000 | – | 100 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 7,594,115 | $358,513,000 | 14.36% |
| Measured Wealth Private Client Group, LLC | 637,302 | $30,087,000 | 9.58% |
| WALLER FINANCIAL PLANNING GROUP, INC | 755,447 | $35,665,000 | 9.56% |
| Peterson Wealth Advisors, LLC | 459,767 | $21,706,000 | 7.70% |
| ARQ WEALTH ADVISORS, LLC | 236,870 | $11,183,000 | 7.17% |
| Valmark Advisers, Inc. | 6,672,690 | $315,018,000 | 5.77% |
| Financial Strategies Group, Inc. | 253,742 | $11,979,000 | 5.54% |
| New Perspectives, Inc | 139,199 | $6,572,000 | 5.10% |
| Good Life Advisors, LLC | 553,675 | $26,139,000 | 4.96% |
| Private Wealth Group, LLC | 158,045 | $7,461,000 | 4.94% |