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 | $970,628 | -23.6% | 22,968 | -15.1% | 0.11% | -23.6% |
| Q2 2023 | $1,269,691 | -3.3% | 27,055 | -9.5% | 0.14% | 0.0% |
| Q1 2023 | $1,313,542 | +5.4% | 29,894 | +2.0% | 0.14% | -4.8% |
| Q4 2022 | $1,245,675 | -4.4% | 29,310 | -4.2% | 0.15% | -7.0% |
| Q3 2022 | $1,303,000 | -19.6% | 30,591 | -16.9% | 0.16% | -18.6% |
| Q2 2022 | $1,620,000 | -8.7% | 36,798 | -2.2% | 0.19% | -5.8% |
| Q1 2022 | $1,774,000 | +6.4% | 37,619 | +2.4% | 0.21% | -3.3% |
| Q4 2021 | $1,668,000 | – | 36,730 | – | 0.21% | – |
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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% |