SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 540 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $345,737 | -2.6% | 6,740 | +1.3% | 0.30% | -5.8% |
Q1 2024 | $355,035 | +24.0% | 6,656 | +13.2% | 0.31% | +15.1% |
Q4 2023 | $286,399 | +12.4% | 5,878 | +1.0% | 0.27% | +2.6% |
Q3 2023 | $254,711 | -0.9% | 5,817 | +3.9% | 0.26% | +4.3% |
Q2 2023 | $256,981 | +6.3% | 5,600 | +1.8% | 0.25% | +3.7% |
Q1 2023 | $241,804 | +4.4% | 5,503 | +1.0% | 0.24% | +1.2% |
Q4 2022 | $231,684 | +10.3% | 5,451 | +0.4% | 0.24% | +3.0% |
Q3 2022 | $210,000 | +25.7% | 5,430 | +29.0% | 0.24% | +32.0% |
Q2 2022 | $167,000 | -36.3% | 4,210 | -24.3% | 0.18% | -25.5% |
Q1 2022 | $262,000 | -8.1% | 5,560 | -3.1% | 0.24% | -5.9% |
Q4 2021 | $285,000 | – | 5,740 | – | 0.25% | – |
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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% |