SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 422 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,035,101 | +0.2% | 23,637 | +5.0% | 0.68% | +5.9% |
| Q2 2023 | $1,032,888 | +13.0% | 22,508 | +8.2% | 0.64% | +11.1% |
| Q1 2023 | $913,863 | +2.8% | 20,798 | -0.6% | 0.58% | +2.5% |
| Q4 2022 | $888,901 | -38.2% | 20,915 | -43.8% | 0.56% | +9.7% |
| Q3 2022 | $1,439,000 | +90.8% | 37,194 | +95.7% | 0.51% | -4.6% |
| Q2 2022 | $754,000 | -16.2% | 19,002 | -0.4% | 0.54% | -5.9% |
| Q1 2022 | $900,000 | – | 19,080 | – | 0.57% | – |
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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% |