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 | $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% | – |
Download |
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% |