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 | $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 | 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% |