SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 432 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $748 | +14.7% | 15,353 | +3.1% | 0.50% | +2.2% |
| Q3 2023 | $652 | -2.1% | 14,896 | +2.7% | 0.49% | +1.2% |
| Q2 2023 | $666 | +8.3% | 14,510 | +3.7% | 0.49% | +1.9% |
| Q1 2023 | $615 | -0.8% | 13,989 | -4.1% | 0.48% | -11.1% |
| Q4 2022 | $620 | -99.9% | 14,592 | +7.9% | 0.54% | +6.7% |
| Q3 2022 | $522,000 | -5.4% | 13,526 | -2.7% | 0.50% | -6.1% |
| Q2 2022 | $552,000 | -11.7% | 13,896 | +4.9% | 0.54% | -4.3% |
| Q1 2022 | $625,000 | -62.4% | 13,252 | -60.4% | 0.56% | -60.3% |
| Q4 2021 | $1,664,000 | +7.3% | 33,452 | -0.5% | 1.42% | -1.4% |
| Q3 2021 | $1,551,000 | -9.5% | 33,604 | -7.4% | 1.44% | -12.8% |
| Q2 2021 | $1,714,000 | – | 36,304 | – | 1.65% | – |
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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% |