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 | $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 | 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% |