SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 376 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 | $1,488,904 | -5.8% | 34,001 | -1.3% | 0.24% | +47.6% |
| Q2 2023 | $1,580,406 | +4.6% | 34,439 | +0.1% | 0.17% | -2.4% |
| Q1 2023 | $1,511,009 | +3.6% | 34,388 | +0.2% | 0.17% | -5.6% |
| Q4 2022 | $1,458,855 | +10.3% | 34,326 | +0.0% | 0.18% | 0.0% |
| Q3 2022 | $1,323,000 | -9.4% | 34,318 | -6.7% | 0.18% | -6.2% |
| Q2 2022 | $1,460,000 | -16.6% | 36,792 | -0.9% | 0.19% | -1.0% |
| Q1 2022 | $1,751,000 | +0.2% | 37,135 | +5.7% | 0.19% | +3.2% |
| Q4 2021 | $1,747,000 | +30.9% | 35,131 | +21.4% | 0.19% | +6.8% |
| Q3 2021 | $1,335,000 | +4.4% | 28,927 | +6.8% | 0.18% | -14.6% |
| Q2 2021 | $1,279,000 | +6.2% | 27,090 | +2.9% | 0.21% | -16.6% |
| Q1 2021 | $1,204,000 | +23.7% | 26,316 | +9.3% | 0.25% | -17.7% |
| Q4 2020 | $973,000 | – | 24,077 | – | 0.30% | – |
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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% |