SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 427 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $831,450 | -11.5% | 19,458 | -4.6% | 0.28% | -16.2% |
| Q2 2023 | $939,917 | -3.7% | 20,406 | -9.7% | 0.33% | -16.3% |
| Q1 2023 | $976,495 | +0.6% | 22,594 | -0.1% | 0.39% | -9.3% |
| Q4 2022 | $970,818 | +2.6% | 22,609 | -1.5% | 0.43% | -7.5% |
| Q3 2022 | $946,000 | +0.4% | 22,960 | -2.1% | 0.47% | -6.8% |
| Q2 2022 | $942,000 | -14.7% | 23,460 | +0.6% | 0.50% | -10.7% |
| Q1 2022 | $1,104,000 | -5.7% | 23,315 | -0.2% | 0.56% | +4.5% |
| Q4 2021 | $1,171,000 | +1.4% | 23,361 | -5.6% | 0.54% | -8.2% |
| Q3 2021 | $1,155,000 | +3.2% | 24,749 | +5.0% | 0.58% | +2.8% |
| Q2 2021 | $1,119,000 | +21.6% | 23,578 | +23.2% | 0.57% | +19.3% |
| Q1 2021 | $920,000 | +21.1% | 19,142 | +9.0% | 0.48% | +1.9% |
| Q4 2020 | $760,000 | – | 17,566 | – | 0.47% | – |
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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% |