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 | $4,598 | +26.8% | 105 | +32.9% | 0.00% | 0.0% |
| Q2 2023 | $3,625 | -7.3% | 79 | -11.2% | 0.00% | 0.0% |
| Q1 2023 | $3,911 | +97675.0% | 89 | -3.3% | 0.00% | 0.0% |
| Q4 2022 | $4 | -99.6% | 92 | +300.0% | 0.00% | +100.0% |
| Q3 2022 | $1,000 | -75.0% | 23 | -75.3% | 0.00% | -50.0% |
| Q2 2022 | $4,000 | -20.0% | 93 | -17.0% | 0.00% | -33.3% |
| Q1 2022 | $5,000 | -28.6% | 112 | -17.6% | 0.00% | -25.0% |
| Q4 2021 | $7,000 | 0.0% | 136 | -9.9% | 0.00% | 0.0% |
| Q3 2021 | $7,000 | -12.5% | 151 | -5.6% | 0.00% | -20.0% |
| Q2 2021 | $8,000 | 0.0% | 160 | -13.5% | 0.01% | -16.7% |
| Q1 2021 | $8,000 | -60.0% | 185 | -63.4% | 0.01% | -62.5% |
| Q4 2020 | $20,000 | – | 505 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 6,910,743 | $274,284,000 | 20.64% |
| WALLER FINANCIAL PLANNING GROUP, INC | 787,692 | $31,263,000 | 9.15% |
| Atlas Private Wealth Advisors | 320,579 | $12,724,000 | 7.63% |
| Peterson Wealth Advisors, LLC | 538,148 | $21,359,000 | 7.05% |
| Montz Harcus Wealth Management LLC | 165,664 | $6,575,000 | 6.93% |
| New Perspectives, Inc | 205,797 | $8,168,076 | 6.65% |
| Measured Wealth Private Client Group, LLC | 341,622 | $13,559,000 | 5.99% |
| Valmark Advisers, Inc. | 7,163,702 | $284,327,000 | 5.52% |
| Financial Strategies Group, Inc. | 322,918 | $12,817,000 | 5.37% |
| Private Wealth Group, LLC | 98,404 | $3,906,000 | 4.84% |