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 | $688,998 | -5.5% | 15,734 | -1.0% | 0.38% | +0.3% |
| Q2 2023 | $729,176 | +4.2% | 15,889 | -0.3% | 0.38% | +0.5% |
| Q1 2023 | $700,080 | -9.9% | 15,933 | -12.9% | 0.38% | -16.9% |
| Q4 2022 | $777,255 | +10.6% | 18,288 | -0.2% | 0.46% | -0.2% |
| Q3 2022 | $703,000 | -8.9% | 18,326 | -5.3% | 0.46% | -5.2% |
| Q2 2022 | $772,000 | -18.7% | 19,360 | -3.9% | 0.48% | -22.3% |
| Q1 2022 | $950,000 | +0.6% | 20,148 | +0.3% | 0.62% | -9.4% |
| Q4 2021 | $944,000 | +0.1% | 20,096 | -1.6% | 0.68% | +4.0% |
| Q3 2021 | $943,000 | +1.7% | 20,424 | +4.0% | 0.66% | +0.3% |
| Q2 2021 | $927,000 | -3.0% | 19,641 | -6.0% | 0.66% | -15.7% |
| Q1 2021 | $956,000 | +3.2% | 20,890 | -8.9% | 0.78% | +5.9% |
| Q4 2020 | $926,000 | – | 22,930 | – | 0.74% | – |
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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% |