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 | $89,463 | -3.0% | 2,043 | +1.7% | 0.06% | 0.0% |
| Q2 2023 | $92,194 | +4.4% | 2,009 | 0.0% | 0.06% | 0.0% |
| Q1 2023 | $88,275 | +3.3% | 2,009 | -0.1% | 0.06% | +1.8% |
| Q4 2022 | $85,468 | +9.6% | 2,011 | 0.0% | 0.06% | -1.8% |
| Q3 2022 | $78,000 | -2.5% | 2,011 | 0.0% | 0.06% | +1.8% |
| Q2 2022 | $80,000 | -14.9% | 2,011 | +0.9% | 0.06% | -3.5% |
| Q1 2022 | $94,000 | -2.1% | 1,994 | +3.0% | 0.06% | 0.0% |
| Q4 2021 | $96,000 | +6.7% | 1,935 | -1.2% | 0.06% | -1.7% |
| Q3 2021 | $90,000 | -1.1% | 1,958 | +1.7% | 0.06% | 0.0% |
| Q2 2021 | $91,000 | +3.4% | 1,926 | +0.2% | 0.06% | -3.3% |
| Q1 2021 | $88,000 | +12.8% | 1,923 | 0.0% | 0.06% | +3.4% |
| Q4 2020 | $78,000 | – | 1,923 | – | 0.06% | – |
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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% |