SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 473 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,111,552 | -3.7% | 25,384 | +0.9% | 1.36% | +2.8% |
| Q2 2023 | $1,154,268 | +4.2% | 25,153 | -0.2% | 1.32% | -4.3% |
| Q1 2023 | $1,107,458 | +2.6% | 25,204 | -0.8% | 1.38% | -7.0% |
| Q4 2022 | $1,079,480 | +7.5% | 25,400 | -2.4% | 1.48% | +1.4% |
| Q3 2022 | $1,004,000 | -2.4% | 26,034 | +0.4% | 1.46% | +4.0% |
| Q2 2022 | $1,029,000 | -14.5% | 25,925 | +1.6% | 1.41% | 0.0% |
| Q1 2022 | $1,204,000 | -3.8% | 25,529 | +1.5% | 1.41% | -0.1% |
| Q4 2021 | $1,251,000 | – | 25,148 | – | 1.41% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 6,702,683 | $333,374,000 | 16.25% |
| WALLER FINANCIAL PLANNING GROUP, INC | 786,685 | $39,130,000 | 9.80% |
| Measured Wealth Private Client Group, LLC | 487,279 | $24,237,000 | 8.56% |
| ODonnell Financial Services, LLC | 387,948 | $17,512,000 | 8.09% |
| ARQ WEALTH ADVISORS, LLC | 215,871 | $10,737,000 | 7.63% |
| Peterson Wealth Advisors, LLC | 494,976 | $24,620,000 | 7.10% |
| Montz Harcus Wealth Management LLC | 151,589 | $7,540,000 | 6.60% |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 140,262 | $6,980,000 | 5.92% |
| New Perspectives, Inc | 165,406 | $8,227,000 | 5.82% |
| Financial Strategies Group, Inc. | 283,988 | $14,126,000 | 5.76% |