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 | $870,579 | +7.5% | 19,881 | +12.7% | 0.44% | +9.9% |
| Q2 2023 | $809,562 | +3.7% | 17,642 | -0.7% | 0.40% | +4.7% |
| Q1 2023 | $780,425 | +41.4% | 17,761 | +36.7% | 0.39% | +34.5% |
| Q4 2022 | $552,073 | +10.2% | 12,990 | -0.0% | 0.29% | -2.0% |
| Q3 2022 | $501,000 | -21.4% | 12,991 | -19.0% | 0.29% | -19.3% |
| Q2 2022 | $637,000 | -43.5% | 16,033 | -33.0% | 0.36% | -40.7% |
| Q1 2022 | $1,128,000 | +6.9% | 23,929 | +12.8% | 0.61% | -43.4% |
| Q4 2021 | $1,055,000 | – | 21,220 | – | 1.08% | – |
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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% |