SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 13 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | 6,910,743 | $274,284,000 | 20.64% |
| WALLER FINANCIAL PLANNING GROUP, INC | 787,692 | $31,263,000 | 9.15% |
| Atlas Private Wealth Advisors | 320,579 | $12,724,000 | 7.63% |
| Peterson Wealth Advisors, LLC | 538,148 | $21,359,000 | 7.05% |
| Montz Harcus Wealth Management LLC | 165,664 | $6,575,000 | 6.93% |
| New Perspectives, Inc | 205,797 | $8,168,076 | 6.65% |
| Measured Wealth Private Client Group, LLC | 341,622 | $13,559,000 | 5.99% |
| Valmark Advisers, Inc. | 7,163,702 | $284,327,000 | 5.52% |
| Financial Strategies Group, Inc. | 322,918 | $12,817,000 | 5.37% |
| Private Wealth Group, LLC | 98,404 | $3,906,000 | 4.84% |