SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 458 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $330,906 | -0.5% | 6,450 | +3.4% | 0.34% | +79.5% |
Q1 2024 | $332,672 | +10.9% | 6,237 | +1.3% | 0.19% | -2.1% |
Q4 2023 | $299,946 | +9.3% | 6,157 | -3.5% | 0.19% | -1.0% |
Q3 2023 | $274,441 | -7.6% | 6,378 | +2.1% | 0.20% | -5.8% |
Q2 2023 | $297,108 | +16.0% | 6,244 | +4.6% | 0.21% | +6.7% |
Q1 2023 | $256,235 | +1.9% | 5,967 | +9.7% | 0.20% | +0.5% |
Q4 2022 | $251,464 | -0.6% | 5,437 | -17.1% | 0.19% | -12.2% |
Q3 2022 | $253,000 | +0.4% | 6,561 | +4.8% | 0.22% | +7.3% |
Q2 2022 | $252,000 | -31.1% | 6,258 | -24.4% | 0.21% | -28.5% |
Q1 2022 | $366,000 | -2.7% | 8,282 | +4.0% | 0.29% | +1.4% |
Q4 2021 | $376,000 | – | 7,960 | – | 0.28% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TIEDEMANN ADVISORS, LLC | 7,570,189 | $246,999,000 | 11.93% |
Measured Wealth Private Client Group, LLC | 647,533 | $21,129,000 | 10.22% |
WALLER FINANCIAL PLANNING GROUP, INC | 651,299 | $21,252,000 | 7.79% |
Peterson Wealth Advisors, LLC | 417,983 | $13,639,000 | 6.99% |
ARQ WEALTH ADVISORS, LLC | 214,860 | $7,011,000 | 6.75% |
Valmark Advisers, Inc. | 7,916,423 | $258,313,000 | 5.87% |
Financial Strategies Group, Inc. | 232,092 | $7,573,000 | 5.10% |
Good Life Advisors, LLC | 538,228 | $17,559,000 | 4.78% |
Retirement Planning Group, LLC | 858,718 | $28,020,000 | 4.57% |
Private Wealth Group, LLC | 159,324 | $5,199,000 | 4.22% |