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 | $5,547,532 | +5.6% | 126,685 | +10.7% | 3.31% | +5.9% |
| Q2 2023 | $5,253,743 | +6.3% | 114,486 | +1.8% | 3.12% | +0.4% |
| Q1 2023 | $4,940,678 | +31.2% | 112,441 | +26.9% | 3.11% | +25.7% |
| Q4 2022 | $3,766,974 | +7.9% | 88,635 | -2.1% | 2.48% | +0.2% |
| Q3 2022 | $3,491,000 | +224.4% | 90,544 | +234.0% | 2.47% | +250.0% |
| Q2 2022 | $1,076,000 | -16.0% | 27,111 | +5.3% | 0.71% | +0.6% |
| Q4 2021 | $1,281,000 | +6.0% | 25,749 | +0.4% | 0.70% | +0.7% |
| Q1 2021 | $1,209,000 | – | 25,635 | – | 0.70% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 7,660,177 | $350,528,000 | 15.35% |
| Measured Wealth Private Client Group, LLC | 643,554 | $29,449,000 | 10.44% |
| WALLER FINANCIAL PLANNING GROUP, INC | 742,859 | $33,993,000 | 9.77% |
| Peterson Wealth Advisors, LLC | 425,882 | $19,488,000 | 7.93% |
| ARQ WEALTH ADVISORS, LLC | 226,467 | $10,363,000 | 6.70% |
| Valmark Advisers, Inc. | 6,801,616 | $311,242,000 | 6.00% |
| Financial Strategies Group, Inc. | 237,078 | $10,849,000 | 5.62% |
| Horizon Investments, LLC | 3,156,299 | $144,433,000 | 5.30% |
| Retirement Planning Group, LLC | 778,081 | $35,605,000 | 4.90% |
| Good Life Advisors, LLC | 524,640 | $24,001,000 | 4.86% |