SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 556 filers reported holding SPDR SER TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $287,325 | -23.3% | 5,387 | -30.0% | 0.01% | -30.0% |
| Q4 2023 | $374,718 | -30.6% | 7,691 | -37.6% | 0.01% | -41.2% |
| Q3 2023 | $539,920 | +153.7% | 12,330 | +165.8% | 0.02% | +142.9% |
| Q2 2023 | $212,849 | -10.0% | 4,638 | -13.9% | 0.01% | -12.5% |
| Q1 2023 | $236,603 | +3.4% | 5,385 | +0.0% | 0.01% | 0.0% |
| Q4 2022 | $228,828 | +7.9% | 5,384 | -2.2% | 0.01% | -11.1% |
| Q3 2022 | $212,000 | -4.5% | 5,507 | -1.7% | 0.01% | 0.0% |
| Q2 2022 | $222,000 | – | 5,604 | – | 0.01% | – |
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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% |