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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $719,175 | -2.9% | 14,019 | +1.0% | 0.20% | -3.4% |
| Q1 2024 | $740,733 | +6.5% | 13,887 | -2.7% | 0.21% | -13.8% |
| Q4 2023 | $695,527 | +11.3% | 14,276 | 0.0% | 0.24% | -1.2% |
| Q3 2023 | $625,146 | -8.6% | 14,276 | -4.2% | 0.24% | -16.5% |
| Q2 2023 | $683,945 | -0.8% | 14,904 | -5.0% | 0.29% | -10.5% |
| Q1 2023 | $689,243 | – | 15,686 | – | 0.32% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 7,570,189 | $246,999,000 | 11.93% |
| Measured Wealth Private Client Group, LLC | 647,533 | $21,129,000 | 10.22% |
| WALLER FINANCIAL PLANNING GROUP, INC | 651,299 | $21,252,000 | 7.79% |
| Peterson Wealth Advisors, LLC | 417,983 | $13,639,000 | 6.99% |
| ARQ WEALTH ADVISORS, LLC | 214,860 | $7,011,000 | 6.75% |
| Valmark Advisers, Inc. | 7,916,423 | $258,313,000 | 5.87% |
| Financial Strategies Group, Inc. | 232,092 | $7,573,000 | 5.10% |
| Good Life Advisors, LLC | 538,228 | $17,559,000 | 4.78% |
| Retirement Planning Group, LLC | 858,718 | $28,020,000 | 4.57% |
| Private Wealth Group, LLC | 159,324 | $5,199,000 | 4.22% |